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Ovata Capital Management’s Jefferies Financial Group JEF Stock Holding History

Ovata Capital 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
Q3 		– Sell
-744
Closed -$11K – 124
2020
Q2 		$11K Buy
+744
New +$9.97K ﹤0.01% 170

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ovata Capital Management's JEF Position: Q3 2020 in Review

Ovata Capital Management sold out of Jefferies Financial Group (JEF) in Q3 2020, closing a stake of 744 shares — an estimated $11K sold.

Ovata Capital Management first reported a position in JEF in Q2 2020 and held it in 1 quarter. The position peaked at $11K in Q2 2020. 361 funds tracked by Wall St. Rank hold JEF as of Q3 2020.

  • Ovata Capital Management reported no remaining Jefferies Financial Group position as of Q3 2020 after selling out during the quarter.
  • Ovata Capital Management sold 744 Jefferies Financial Group shares in Q3 2020, an estimated $11K.
  • Ovata Capital Management first reported a position in Jefferies Financial Group in Q2 2020 and held it in 1 quarter.
  • Ovata Capital Management's Jefferies Financial Group position peaked at $11K in Q2 2020.
  • 361 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2020.

Based on Ovata Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.