Nordea Investment Management’s Jefferies Financial Group JEF Stock Holding History

Nordea Investment Management’s Portfolio JEF Stock Details JEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-12,738	Closed	-$172K	–	952
2020 Q1	$172K	Hold	12,738	–	–	﹤0.01%	910
2019 Q4	$261K	Hold	12,738	–	–	﹤0.01%	931
2019 Q3	$219K	Sell	12,738 -1,393	-10%	-$24.8K	﹤0.01%	939
2019 Q2	$243K	Hold	14,131	–	–	﹤0.01%	944
2019 Q1	$237K	Hold	14,131	–	–	﹤0.01%	1150
2018 Q4	$220K	Hold	14,131	–	–	﹤0.01%	1142
2018 Q3	$278K	Hold	14,131	–	–	﹤0.01%	1187
2018 Q2	$288K	Hold	14,131	–	–	﹤0.01%	982
2018 Q1	$288K	Sell	14,131 -1,271	-8%	-$28.8K	﹤0.01%	1014
2017 Q4	$365K	Hold	15,402	–	–	﹤0.01%	934
2017 Q3	$348K	Hold	15,402	–	–	﹤0.01%	916
2017 Q2	$361K	Hold	15,402	–	–	﹤0.01%	896
2017 Q1	$358K	Sell	15,402 -23,548	-60%	-$526K	﹤0.01%	884
2016 Q4	$811K	Sell	38,950 -6,649	-15%	-$124K	﹤0.01%	782
2016 Q3	$777K	Buy	45,599 +35,945	+372%	+$596K	﹤0.01%	769
2016 Q2	$150K	Hold	9,654	–	–	﹤0.01%	921
2016 Q1	$140K	Hold	9,654	–	–	﹤0.01%	870
2015 Q4	$150K	Hold	9,654	–	–	﹤0.01%	789
2015 Q3	$175K	Hold	9,654	–	–	﹤0.01%	727
2015 Q2	$210K	Hold	9,654	–	–	﹤0.01%	723
2015 Q1	$193K	Hold	9,654	–	–	﹤0.01%	733
2014 Q4	$194K	Hold	9,654	–	–	﹤0.01%	714
2014 Q3	$206K	Hold	9,654	–	–	﹤0.01%	712
2014 Q2	$227K	Hold	9,654	–	–	﹤0.01%	748
2014 Q1	$242K	Buy	9,654 +4,590	+91%	+$113K	﹤0.01%	706
2013 Q4	$128K	Hold	5,064	–	–	﹤0.01%	739
2013 Q3	$123K	Hold	5,064	–	–	﹤0.01%	761
2013 Q2	$119K	Buy	+5,064	New	+$133K	﹤0.01%	778

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

MCM

Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management's JEF Position: Q2 2020 in Review

Nordea Investment Management sold out of Jefferies Financial Group (JEF) in Q2 2020, closing a stake of 12,738 shares — an estimated $172K sold.

Nordea Investment Management first reported a position in JEF in Q2 2013 and held it in 28 quarters. The position peaked at $811K in Q4 2016. 367 funds tracked by Wall St. Rank hold JEF as of Q2 2020.

Nordea Investment Management reported no remaining Jefferies Financial Group position as of Q2 2020 after selling out during the quarter.
Nordea Investment Management sold 12,738 Jefferies Financial Group shares in Q2 2020, an estimated $172K.
Nordea Investment Management first reported a position in Jefferies Financial Group in Q2 2013 and held it in 28 quarters.
Nordea Investment Management's Jefferies Financial Group position peaked at $811K in Q4 2016.
367 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2020.

Based on Nordea Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.