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Prudential plc’s Jefferies Financial Group JEF Stock Holding History

Prudential plc’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
2022
Q3 		– Sell
-22,985
Closed -$607K – 848
2022
Q2 		$607K Buy
22,985
+229
+1% +$6.77K 0.01% 504
2022
Q1 		$715K Buy
22,756
+811
+4% +$27.5K 0.01% 498
2021
Q4 		$814K Sell
21,945
-1,353
-6% -$52.1K 0.01% 404
2021
Q3 		$827K Sell
23,298
-482
-2% -$16.1K 0.01% 348
2021
Q2 		$778K Buy
23,780
+8,381
+54% +$256K 0.01% 402
2021
Q1 		$443K Buy
15,399
+298
+2% +$8.13K ﹤0.01% 532
2020
Q4 		$355K Buy
+15,101
New +$317K ﹤0.01% 560
2019
Q4 		– Sell
-25,104
Closed -$442K – 663
2019
Q3 		$442K Buy
+25,104
New +$447K ﹤0.01% 642

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
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Prudential plc's JEF Position: Q3 2022 in Review

Prudential plc sold out of Jefferies Financial Group (JEF) in Q3 2022, closing a stake of 22,985 shares — an estimated $607K sold.

Prudential plc first reported a position in JEF in Q3 2019 and held it in 8 quarters. The position peaked at $827K in Q3 2021. 423 funds tracked by Wall St. Rank hold JEF as of Q3 2022.

  • Prudential plc reported no remaining Jefferies Financial Group position as of Q3 2022 after selling out during the quarter.
  • Prudential plc sold 22,985 Jefferies Financial Group shares in Q3 2022, an estimated $607K.
  • Prudential plc first reported a position in Jefferies Financial Group in Q3 2019 and held it in 8 quarters.
  • Prudential plc's Jefferies Financial Group position peaked at $827K in Q3 2021.
  • 423 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2022.

Based on Prudential plc's 13F filing for Q3 2022, filed 14 Nov 2022.