QC
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Quantedge Capital’s Jefferies Financial Group JEF Stock Holding History

Quantedge Capital’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
-21,443
Closed -$566K – 245
2022
Q2 		$566K Sell
21,443
-31,589
-60% -$934K 0.11% 159
2022
Q1 		$1.67M Sell
53,032
-60,459
-53% -$2.05M 0.49% 64
2021
Q4 		$4.21M Buy
113,491
+65,375
+136% +$2.52M 1.78% 7
2021
Q3 		$1.71M Hold
48,116
– – 0.83% 39
2021
Q2 		$1.57M Buy
+48,116
New +$1.47M 1.31% 25

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SMFG
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return