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O'Neil Global Advisors’s Jefferies Financial Group JEF Stock Holding History

O'Neil Global Advisors’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
2021
Q3 		– Sell
-28,704
Closed -$939K – 97
2021
Q2 		$939K Buy
+28,704
New +$876K 0.29% 37

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

O'Neil Global Advisors's JEF Position: Q3 2021 in Review

O'Neil Global Advisors sold out of Jefferies Financial Group (JEF) in Q3 2021, closing a stake of 28,704 shares — an estimated $939K sold.

O'Neil Global Advisors first reported a position in JEF in Q2 2021 and held it in 1 quarter. The position peaked at $939K in Q2 2021. 474 funds tracked by Wall St. Rank hold JEF as of Q3 2021.

  • O'Neil Global Advisors reported no remaining Jefferies Financial Group position as of Q3 2021 after selling out during the quarter.
  • O'Neil Global Advisors sold 28,704 Jefferies Financial Group shares in Q3 2021, an estimated $939K.
  • O'Neil Global Advisors first reported a position in Jefferies Financial Group in Q2 2021 and held it in 1 quarter.
  • O'Neil Global Advisors's Jefferies Financial Group position peaked at $939K in Q2 2021.
  • 474 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2021.

Based on O'Neil Global Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.