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Prem Watsa’s Jefferies Financial Group JEF Stock Holding History

Prem Watsa’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
2018
Q1 		– Sell
-111,713
Closed -$2.65M – 43
2017
Q4 		$2.65M Hold
111,713
– – 0.19% 21
2017
Q3 		$2.52M Sell
111,713
-223,425
-67% -$5.01M 0.21% 23
2017
Q2 		$7.84M Hold
335,138
– – 0.69% 12
2017
Q1 		$7.8M Hold
335,138
– – 0.63% 12
2016
Q4 		$6.97M Hold
335,138
– – 0.6% 13
2016
Q3 		$5.71M Hold
335,138
– – 0.51% 12
2016
Q2 		$5.2M Hold
335,138
– – 0.34% 13
2016
Q1 		$4.84M Buy
+335,138
New +$4.72M 0.29% 15

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prem Watsa's JEF Position: Q1 2018 in Review

Prem Watsa sold out of Jefferies Financial Group (JEF) in Q1 2018, closing a stake of 111,713 shares — an estimated $2.65M sold.

Prem Watsa first reported a position in JEF in Q1 2016 and held it in 8 quarters. The position peaked at $7.84M in Q2 2017. 474 funds tracked by Wall St. Rank hold JEF as of Q1 2018.

  • Prem Watsa reported no remaining Jefferies Financial Group position as of Q1 2018 after selling out during the quarter.
  • Prem Watsa sold 111,713 Jefferies Financial Group shares in Q1 2018, an estimated $2.65M.
  • Prem Watsa first reported a position in Jefferies Financial Group in Q1 2016 and held it in 8 quarters.
  • Prem Watsa's Jefferies Financial Group position peaked at $7.84M in Q2 2017.
  • 474 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2018.

Based on Fairfax Financial Holdings's 13F filing for Q1 2018, filed 15 May 2018.