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Price Wealth’s Jefferies Financial Group JEF Stock Holding History

Price Wealth’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
2020
Q3 		$14K Hold
804
– – ﹤0.01% 240
2020
Q2 		$12K Buy
804
+158
+24% +$2.12K ﹤0.01% 160
2020
Q1 		$8K Hold
646
– – ﹤0.01% 168
2019
Q4 		$13K Hold
646
– – ﹤0.01% 150
2019
Q3 		$11K Sell
646
-44
-6% -$783 ﹤0.01% 161
2019
Q2 		$12K Hold
690
– – ﹤0.01% 162
2019
Q1 		$12K Hold
690
– – ﹤0.01% 123
2018
Q4 		$11K Buy
+690
New +$12.6K ﹤0.01% 126

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Price Wealth's JEF Position: Q3 2020 in Review

Price Wealth held its Jefferies Financial Group (JEF) position steady in Q3 2020 at 804 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Price Wealth first reported a position in JEF in Q4 2018 and has held it in 8 quarters since. 361 funds tracked by Wall St. Rank hold JEF as of Q3 2020.

  • Price Wealth held 804 shares of Jefferies Financial Group worth $14K as of Q3 2020.
  • Price Wealth left its Jefferies Financial Group share count unchanged in Q3 2020.
  • Jefferies Financial Group made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #240 holding.
  • Price Wealth first reported a position in Jefferies Financial Group in Q4 2018 and has held it in 8 quarters since.
  • 361 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.