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Perennial Investment Advisors’s Jefferies Financial Group JEF Stock Holding History

Perennial Investment 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
2024
Q2 		– Sell
-4,592
Closed -$203K – 387
2024
Q1 		$203K Buy
+4,592
New +$191K 0.03% 323

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Perennial Investment Advisors's JEF Position: Q2 2024 in Review

Perennial Investment Advisors sold out of Jefferies Financial Group (JEF) in Q2 2024, closing a stake of 4,592 shares — an estimated $203K sold.

Perennial Investment Advisors first reported a position in JEF in Q1 2024 and held it in 1 quarter. The position peaked at $203K in Q1 2024. 491 funds tracked by Wall St. Rank hold JEF as of Q2 2024.

  • Perennial Investment Advisors reported no remaining Jefferies Financial Group position as of Q2 2024 after selling out during the quarter.
  • Perennial Investment Advisors sold 4,592 Jefferies Financial Group shares in Q2 2024, an estimated $203K.
  • Perennial Investment Advisors first reported a position in Jefferies Financial Group in Q1 2024 and held it in 1 quarter.
  • Perennial Investment Advisors's Jefferies Financial Group position peaked at $203K in Q1 2024.
  • 491 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2024.

Based on Perennial Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.