PGGM Investments’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-48,676
| Closed | -$2.61M | – | 216 |
|
|
2025
Q1 | $2.61M | Hold |
48,676
| – | – | 0.04% | 255 |
|
|
2024
Q4 | $3.82M | Buy |
48,676
+2,765
| +6% | +$199K | 0.05% | 216 |
|
|
2024
Q3 | $2.83M | Sell |
45,911
-27,482
| -37% | -$1.56M | 0.04% | 240 |
|
|
2024
Q2 | $3.65M | Buy |
73,393
+7,519
| +11% | +$337K | 0.05% | 210 |
|
|
2024
Q1 | $2.9M | Buy |
65,874
+19,430
| +42% | +$809K | 0.04% | 241 |
|
|
2023
Q4 | $1.88M | Buy |
46,444
+1,462
| +3% | +$51.7K | 0.03% | 268 |
|
|
2023
Q3 | $1.65M | Sell |
44,982
-1,973
| -4% | -$70.7K | 0.03% | 275 |
|
|
2023
Q2 | $1.56M | Sell |
46,955
-5,293
| -10% | -$165K | 0.03% | 291 |
|
|
2023
Q1 | $1.66M | Buy |
52,248
+571
| +1% | +$20.6K | 0.03% | 319 |
|
|
2022
Q4 | $1.69M | Buy |
51,677
+51
| +0.1% | +$1.7K | 0.03% | 305 |
|
|
2022
Q3 | $1.46M | Buy |
+51,626
| New | +$1.56M | 0.03% | 318 |
|
|
2022
Q1 | $25.6M | Hold |
689,661
| – | – | 0.13% | 165 |
|
|
2021
Q4 | $25.6M | Sell |
689,661
-58,374
| -8% | -$2.25M | 0.13% | 165 |
|
|
2021
Q3 | $26.6M | Sell |
748,035
-150,814
| -17% | -$5.05M | 0.14% | 177 |
|
|
2021
Q2 | $29.4M | Sell |
898,849
-4,116
| -0.5% | -$126K | 0.12% | 176 |
|
|
2021
Q1 | $26M | Sell |
902,965
-122,436
| -12% | -$3.34M | 0.11% | 189 |
|
|
2020
Q4 | $24.1M | Sell |
1,025,401
-13,440
| -1% | -$282K | 0.11% | 197 |
|
|
2020
Q3 | $17.9M | Hold |
1,038,841
| – | – | 0.09% | 198 |
|
|
2020
Q2 | $15.4M | Buy |
1,038,841
+69,052
| +7% | +$925K | 0.09% | 208 |
|
|
2020
Q1 | $12.7M | Buy |
+969,789
| New | +$18.5M | 0.09% | 199 |
|
|
2018
Q2 | – | Sell |
-332,467
| Closed | -$6.76M | – | 280 |
|
|
2018
Q1 | $6.76M | Sell |
332,467
-332,448
| -50% | -$7.53M | 0.04% | 263 |
|
|
2017
Q4 | $15.8M | Sell |
664,915
-219,740
| -25% | -$5.07M | 0.09% | 247 |
|
|
2017
Q3 | $20M | Buy |
+884,655
| New | +$19.8M | 0.1% | 246 |
|
|
2014
Q1 | – | Sell |
-251,835
| Closed | -$6.39M | – | 388 |
|
|
2013
Q4 | $6.39M | Sell |
251,835
-3,514
| -1% | -$88.9K | 0.04% | 292 |
|
|
2013
Q3 | $6.23M | Buy |
255,349
+12,836
| +5% | +$307K | 0.04% | 284 |
|
|
2013
Q2 | $5.69M | Buy |
+242,513
| New | +$6.37M | 0.03% | 286 |
|
Other funds holding JEF
SMFG
MMLI
