Patriot Financial Group Insurance Agency’s Jefferies Financial Group JEF Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-157	Closed	-$4K	–	1195
2022 Q2	$4K	Hold	157	–	–	﹤0.01%	1554
2022 Q1	$5K	Hold	157	–	–	﹤0.01%	1614
2021 Q4	$6K	Sell	157 -118	-43%	-$4.54K	﹤0.01%	1654
2021 Q3	$10K	Hold	275	–	–	﹤0.01%	1480
2021 Q2	$9K	Hold	275	–	–	﹤0.01%	1477
2021 Q1	$8K	Buy	275 +118	+75%	+$3.22K	﹤0.01%	1427
2020 Q4	$4K	Hold	157	–	–	﹤0.01%	1484
2020 Q3	$3K	Hold	157	–	–	﹤0.01%	1373
2020 Q2	$2K	Hold	157	–	–	﹤0.01%	1398
2020 Q1	$2K	Hold	157	–	–	﹤0.01%	1308
2019 Q4	$3K	Hold	157	–	–	﹤0.01%	1050
2019 Q3	$3K	Sell	157 -11	-7%	-$196	﹤0.01%	1026
2019 Q2	$3K	Hold	168	–	–	﹤0.01%	1044
2019 Q1	$3K	Hold	168	–	–	﹤0.01%	948
2018 Q4	$3K	Hold	168	–	–	﹤0.01%	791
2018 Q3	$3K	Buy	+168	New	+$3.5K	﹤0.01%	815

Other funds holding JEF

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

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JEF Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Jefferies Financial Group (JEF) in Q3 2022, closing a stake of 157 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in JEF in Q3 2018 and held it in 16 quarters. The position peaked at $10K in Q3 2021. 424 funds tracked by Wall St. Rank hold JEF as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Jefferies Financial Group position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 157 Jefferies Financial Group shares in Q3 2022, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in Jefferies Financial Group in Q3 2018 and held it in 16 quarters.
Patriot Financial Group Insurance Agency's Jefferies Financial Group position peaked at $10K in Q3 2021.
424 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.