Pictet Asset Management (Switzerland)’s Jefferies Financial Group JEF Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$713K	Sell	21,495 -534	-2%	-$16.7K	﹤0.01%	1089
2023 Q1	$699K	Sell	22,029 -2,349	-10%	-$84.9K	﹤0.01%	1099
2022 Q4	$799K	Buy	24,378 +11,079	+83%	+$368K	﹤0.01%	1070
2022 Q3	$375K	Hold	13,299	–	–	﹤0.01%	1161
2022 Q2	$351K	Sell	13,299 -1,610	-11%	-$47.6K	﹤0.01%	1208
2022 Q1	$468K	Buy	14,909 +2,043	+16%	+$69.4K	﹤0.01%	1194
2021 Q4	$477K	Sell	12,866 -2,647	-17%	-$102K	﹤0.01%	1220
2021 Q3	$551K	Buy	+15,513	New	+$519K	﹤0.01%	1180

Other funds holding JEF

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

DSC

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s JEF Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Jefferies Financial Group (JEF) stake by 2.4% in Q2 2023, selling an estimated $16.7K and leaving 21,495 shares worth $713K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Pictet Asset Management (Switzerland) first reported a position in JEF in Q3 2021 and has held it in 8 quarters since. The position peaked at $799K in Q4 2022. 429 funds tracked by Wall St. Rank hold JEF as of Q2 2023.

Pictet Asset Management (Switzerland) held 21,495 shares of Jefferies Financial Group worth $713K as of Q2 2023.
Pictet Asset Management (Switzerland) sold 534 Jefferies Financial Group shares in Q2 2023, an estimated $16.7K.
Jefferies Financial Group made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1089 holding.
Pictet Asset Management (Switzerland) first reported a position in Jefferies Financial Group in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Jefferies Financial Group position peaked at $799K in Q4 2022.
429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.