Pinnacle Bancorp’s Jefferies Financial Group JEF Stock Holding History

Pinnacle Bancorp’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
2021 Q1	–	Sell	-471	Closed	-$11K	–	736
2020 Q4	$11K	Hold	471	–	–	0.01%	527
2020 Q3	$8K	Hold	471	–	–	0.01%	544
2020 Q2	$7K	Hold	471	–	–	0.01%	550
2020 Q1	$6K	Hold	471	–	–	0.01%	565
2019 Q4	$10K	Hold	471	–	–	0.01%	538
2019 Q3	$8K	Sell	471 -32	-6%	-$570	﹤0.01%	594
2019 Q2	$9K	Hold	503	–	–	0.01%	568
2019 Q1	$8K	Hold	503	–	–	﹤0.01%	574
2018 Q4	$8K	Buy	+503	New	+$9.21K	﹤0.01%	575

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

Goldman Sachs New York $871B AUM 31.28% 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

BAM

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

DSC

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

Pinnacle Bancorp's JEF Position: Q1 2021 in Review

Pinnacle Bancorp sold out of Jefferies Financial Group (JEF) in Q1 2021, closing a stake of 471 shares — an estimated $11K sold.

Pinnacle Bancorp first reported a position in JEF in Q4 2018 and held it in 9 quarters. The position peaked at $11K in Q4 2020. 450 funds tracked by Wall St. Rank hold JEF as of Q1 2021.

Pinnacle Bancorp reported no remaining Jefferies Financial Group position as of Q1 2021 after selling out during the quarter.
Pinnacle Bancorp sold 471 Jefferies Financial Group shares in Q1 2021, an estimated $11K.
Pinnacle Bancorp first reported a position in Jefferies Financial Group in Q4 2018 and held it in 9 quarters.
Pinnacle Bancorp's Jefferies Financial Group position peaked at $11K in Q4 2020.
450 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2021.

Based on Pinnacle Bancorp's 13F filing for Q1 2021, filed 26 Apr 2021.