People's United Financial’s Jefferies Financial Group JEF Stock Holding History

People's United Financial’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 Q1	$283K	Sell	9,000 -30,735	-77%	-$1.04M	0.01%	549
2021 Q4	$1.47M	Sell	39,735 -44,248	-53%	-$1.7M	0.04%	291
2021 Q3	$2.98M	Buy	83,983 +3,910	+5%	+$131K	0.07%	200
2021 Q2	$2.62M	Buy	80,073 +3,659	+5%	+$112K	0.06%	215
2021 Q1	$2.2M	Sell	76,414 -42,527	-36%	-$1.16M	0.05%	228
2020 Q4	$2.8M	Buy	118,941 +11,234	+10%	+$236K	0.07%	186
2020 Q3	$1.85M	Buy	107,707 +90,837	+538%	+$1.49M	0.05%	213
2020 Q2	$251K	Sell	16,870 -7,707	-31%	-$103K	0.01%	559
2020 Q1	$321K	Buy	24,577 +12,587	+105%	+$240K	0.01%	464
2019 Q4	$245K	Buy	+11,990	New	+$227K	0.01%	662

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

BAM

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

People's United Financial's JEF Position: Q1 2022 in Review

People's United Financial reduced its Jefferies Financial Group (JEF) stake by 77% in Q1 2022, selling an estimated $1.04M and leaving 9,000 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #549.

People's United Financial first reported a position in JEF in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.98M in Q3 2021. 473 funds tracked by Wall St. Rank hold JEF as of Q1 2022.

People's United Financial held 9,000 shares of Jefferies Financial Group worth $283K as of Q1 2022.
People's United Financial sold 30,735 Jefferies Financial Group shares in Q1 2022, an estimated $1.04M.
Jefferies Financial Group made up 0.01% of People's United Financial's portfolio in Q1 2022, its #549 holding.
People's United Financial first reported a position in Jefferies Financial Group in Q4 2019 and has held it in 10 quarters since.
People's United Financial's Jefferies Financial Group position peaked at $2.98M in Q3 2021.
473 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.