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Old West Investment Management’s Jefferies Financial Group JEF Stock Holding History

Old West 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
2018
Q2 		– Sell
-23,567
Closed -$479K – 82
2018
Q1 		$479K Sell
23,567
-35,071
-60% -$795K 0.28% 63
2017
Q4 		$1.39M Sell
58,638
-214,763
-79% -$4.95M 0.79% 38
2017
Q3 		$6.18M Sell
273,401
-13,133
-5% -$294K 3.24% 8
2017
Q2 		$6.71M Sell
286,534
-3,407
-1% -$77.6K 3.58% 7
2017
Q1 		$6.75M Sell
289,941
-87,561
-23% -$1.96M 3.58% 8
2016
Q4 		$7.86M Sell
377,502
-35,536
-9% -$664K 4.8% 8
2016
Q3 		$7.04M Sell
413,038
-137,245
-25% -$2.27M 5.12% 6
2016
Q2 		$8.54M Buy
550,283
+3,122
+0.6% +$47.7K 6.23% 5
2016
Q1 		$7.92M Buy
547,161
+51,587
+10% +$726K 6.63% 3
2015
Q4 		$7.71M Buy
495,574
+26,873
+6% +$449K 6.96% 2
2015
Q3 		$8.5M Sell
468,701
-49,837
-10% -$1M 6.46% 4
2015
Q2 		$11.3M Sell
518,538
-61,436
-11% -$1.31M 7.84% 1
2015
Q1 		$11.6M Sell
579,974
-51,285
-8% -$1.06M 7.78% 2
2014
Q4 		$12.7M Sell
631,259
-3,364
-0.5% -$69.4K 7.84% 1
2014
Q3 		$13.5M Buy
634,623
+136,022
+27% +$3.06M 8.53% 1
2014
Q2 		$11.7M Buy
498,601
+28,891
+6% +$671K 6.96% 2
2014
Q1 		$11.8M Buy
469,710
+102,498
+28% +$2.53M 7.33% 2
2013
Q4 		$9.31M Sell
367,212
-113,734
-24% -$2.88M 5.62% 4
2013
Q3 		$11.7M Buy
480,946
+2,778
+0.6% +$66.5K 5.59% 2
2013
Q2 		$11.2M Buy
+478,168
New +$12.6M 5.51% 4

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Old West Investment Management's JEF Position: Q2 2018 in Review

Old West Investment Management sold out of Jefferies Financial Group (JEF) in Q2 2018, closing a stake of 23,567 shares — an estimated $479K sold.

Old West Investment Management first reported a position in JEF in Q2 2013 and held it in 20 quarters. The position peaked at $13.5M in Q3 2014. 449 funds tracked by Wall St. Rank hold JEF as of Q2 2018.

  • Old West Investment Management reported no remaining Jefferies Financial Group position as of Q2 2018 after selling out during the quarter.
  • Old West Investment Management sold 23,567 Jefferies Financial Group shares in Q2 2018, an estimated $479K.
  • Old West Investment Management first reported a position in Jefferies Financial Group in Q2 2013 and held it in 20 quarters.
  • Old West Investment Management's Jefferies Financial Group position peaked at $13.5M in Q3 2014.
  • 449 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2018.

Based on Old West Investment Management's 13F filing for Q2 2018, filed 14 Aug 2018.