River Global Investors’s Jefferies Financial Group JEF Stock Holding History

River Global Investors’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 Q4	–	Sell	-129,904	Closed	-$4.62M	–	157
2021 Q3	$4.62M	Sell	129,904 -101,634	-44%	-$3.4M	0.36%	71
2021 Q2	$7.57M	Sell	231,538 -24,950	-10%	-$761K	0.49%	65
2021 Q1	$7.38M	Sell	256,488 -14,705	-5%	-$401K	0.44%	67
2020 Q4	$6.38M	Sell	271,193 -31,412	-10%	-$659K	0.36%	66
2020 Q3	$5.21M	Sell	302,605 -16,411	-5%	-$269K	0.39%	76
2020 Q2	$4.74M	Buy	319,016 +161,207	+102%	+$2.16M	0.35%	88
2020 Q1	$2.06M	Sell	157,809 -58,942	-27%	-$1.13M	0.19%	101
2019 Q4	$4.43M	Hold	216,751	–	–	0.25%	102
2019 Q3	$3.81M	Sell	216,751 -15,446	-7%	-$275K	0.27%	103
2019 Q2	$3.99M	Buy	232,197 +782	+0.3%	+$13.4K	0.28%	106
2019 Q1	$3.89M	Buy	231,415 +26,744	+13%	+$472K	0.27%	104
2018 Q4	$3.18M	Buy	204,671 +69,721	+52%	+$1.28M	0.28%	108
2018 Q3	$2.65M	Sell	134,950 -31,950	-19%	-$666K	0.24%	105
2018 Q2	$3.4M	Buy	166,900 +10,089	+6%	+$211K	0.35%	93
2018 Q1	$3.19M	Sell	156,811 -7,485	-5%	-$170K	0.37%	89
2017 Q4	$3.9M	Buy	164,296 +41,859	+34%	+$965K	0.44%	78
2017 Q3	$2.77M	Hold	122,437	–	–	0.41%	81
2017 Q2	$2.87M	Buy	122,437 +223	+0.2%	+$5.08K	0.53%	61
2017 Q1	$2.85M	Sell	122,214 -9,384	-7%	-$210K	0.64%	61
2016 Q4	$2.74M	Buy	131,598 +24,130	+22%	+$451K	0.77%	56
2016 Q3	$1.83M	Buy	107,468 +4,980	+5%	+$82.5K	0.58%	76
2016 Q2	$1.59M	Buy	102,488 +42,116	+70%	+$643K	0.69%	61
2016 Q1	$873K	Sell	60,372 -6,117	-9%	-$86.1K	0.56%	64
2015 Q4	$905K	Buy	+66,489	New	+$1.11M	0.62%	53
2015 Q2	$171K	Hold	7,896	–	–	0.22%	59
2015 Q1	$157K	Buy	7,896 +6,199	+365%	+$128K	0.06%	76
2014 Q4	$34K	Sell	1,697 -46,340	-96%	-$956K	0.01%	79
2014 Q3	$1.02M	Sell	48,037 -20,108	-30%	-$453K	0.2%	50
2014 Q2	$1.6M	Buy	+68,145	New	+$1.58M	0.42%	36
2013 Q4	–	Sell	-20,808	Closed	-$507K	–	75
2013 Q3	$507K	Sell	20,808 -1,675	-7%	-$40.1K	0.11%	61
2013 Q2	$527K	Buy	+22,483	New	+$591K	0.09%	54

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

River Global Investors's JEF Position: Q4 2021 in Review

River Global Investors sold out of Jefferies Financial Group (JEF) in Q4 2021, closing a stake of 129,904 shares — an estimated $4.62M sold.

River Global Investors first reported a position in JEF in Q2 2013 and held it in 31 quarters. The position peaked at $7.57M in Q2 2021. 506 funds tracked by Wall St. Rank hold JEF as of Q4 2021.

River Global Investors reported no remaining Jefferies Financial Group position as of Q4 2021 after selling out during the quarter.
River Global Investors sold 129,904 Jefferies Financial Group shares in Q4 2021, an estimated $4.62M.
River Global Investors first reported a position in Jefferies Financial Group in Q2 2013 and held it in 31 quarters.
River Global Investors's Jefferies Financial Group position peaked at $7.57M in Q2 2021.
506 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2021.

Based on River Global Investors's 13F filing for Q4 2021, filed 15 Feb 2022.