SBL
JEF icon

Sargent Bickham Lagudis’s Jefferies Financial Group JEF Stock Holding History

Sargent Bickham Lagudis’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
2016
Q2 		– Sell
-368
Closed -$5K – 742
2016
Q1 		$5K Buy
+368
New +$5.18K ﹤0.01% 627

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

Sargent Bickham Lagudis's JEF Position: Q2 2016 in Review

Sargent Bickham Lagudis sold out of Jefferies Financial Group (JEF) in Q2 2016, closing a stake of 368 shares — an estimated $5K sold.

Sargent Bickham Lagudis first reported a position in JEF in Q1 2016 and held it in 1 quarter. The position peaked at $5K in Q1 2016. 400 funds tracked by Wall St. Rank hold JEF as of Q2 2016.

  • Sargent Bickham Lagudis reported no remaining Jefferies Financial Group position as of Q2 2016 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 368 Jefferies Financial Group shares in Q2 2016, an estimated $5K.
  • Sargent Bickham Lagudis first reported a position in Jefferies Financial Group in Q1 2016 and held it in 1 quarter.
  • Sargent Bickham Lagudis's Jefferies Financial Group position peaked at $5K in Q1 2016.
  • 400 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2016.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2016, filed 7 Sep 2021.