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Sandy Spring Bank’s Jefferies Financial Group JEF Stock Holding History

Sandy Spring Bank’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
2024
Q2 		– Sell
-12
Closed -$530 – 1302
2024
Q1 		$530 Buy
+12
New +$500 ﹤0.01% 1147
2016
Q1 		– Sell
-225
Closed -$3K – 959
2015
Q4 		$3K Hold
225
– – ﹤0.01% 830
2015
Q3 		$4K Buy
+225
New +$4.52K ﹤0.01% 805
2015
Q2 		– Sell
-112
Closed -$2K – 982
2015
Q1 		$2K Buy
+112
New +$2.31K ﹤0.01% 842
2014
Q2 		– Sell
-2,056
Closed -$52K – 810
2014
Q1 		$52K Hold
2,056
– – 0.01% 370
2013
Q4 		$52K Hold
2,056
– – 0.01% 373
2013
Q3 		$50K Hold
2,056
– – 0.01% 367
2013
Q2 		$48K Buy
+2,056
New +$54K 0.01% 355

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sandy Spring Bank's JEF Position: Q2 2024 in Review

Sandy Spring Bank sold out of Jefferies Financial Group (JEF) in Q2 2024, closing a stake of 12 shares — an estimated $530 sold.

Sandy Spring Bank first reported a position in JEF in Q2 2013 and held it in 8 quarters. The position peaked at $52K in Q1 2014. 493 funds tracked by Wall St. Rank hold JEF as of Q2 2024.

  • Sandy Spring Bank reported no remaining Jefferies Financial Group position as of Q2 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 12 Jefferies Financial Group shares in Q2 2024, an estimated $530.
  • Sandy Spring Bank first reported a position in Jefferies Financial Group in Q2 2013 and held it in 8 quarters.
  • Sandy Spring Bank's Jefferies Financial Group position peaked at $52K in Q1 2014.
  • 493 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2024.

Based on Sandy Spring Bank's 13F filing for Q2 2024, filed 6 Aug 2024.