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Romano Brothers & Co’s Jefferies Financial Group JEF Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-21
Closed -$686 – 637
2022
Q4 		$686 Buy
+21
New +$698 ﹤0.01% 1006

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
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Romano Brothers & Co's JEF Position: Q1 2023 in Review

Romano Brothers & Co sold out of Jefferies Financial Group (JEF) in Q1 2023, closing a stake of 21 shares — an estimated $686 sold.

Romano Brothers & Co first reported a position in JEF in Q4 2022 and held it in 1 quarter. The position peaked at $686 in Q4 2022. 463 funds tracked by Wall St. Rank hold JEF as of Q1 2023.

  • Romano Brothers & Co reported no remaining Jefferies Financial Group position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 21 Jefferies Financial Group shares in Q1 2023, an estimated $686.
  • Romano Brothers & Co first reported a position in Jefferies Financial Group in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Jefferies Financial Group position peaked at $686 in Q4 2022.
  • 463 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.