SBCM
Schwerin Boyle Capital Management’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-269,550
| Closed | -$4.68M | – | 59 |
|
|
2018
Q4 | $4.68M | Sell |
269,550
-341,400
| -56% | -$5.93M | 0.59% | 43 |
|
|
2018
Q3 | $13.4M | Sell |
610,950
-23,150
| -4% | -$508K | 1.42% | 24 |
|
|
2018
Q2 | $14.4M | Hold |
634,100
| – | – | 1.58% | 22 |
|
|
2018
Q1 | $14.4M | Hold |
634,100
| – | – | 1.58% | 21 |
|
|
2017
Q4 | $16.8M | Sell |
634,100
-4,000
| -0.6% | -$106K | 1.83% | 20 |
|
|
2017
Q3 | $16.1M | Sell |
638,100
-10,000
| -2% | -$253K | 1.82% | 20 |
|
|
2017
Q2 | $17M | Hold |
648,100
| – | – | 1.99% | 19 |
|
|
2017
Q1 | $16.9M | Hold |
648,100
| – | – | 2.06% | 18 |
|
|
2016
Q4 | $15.1M | Sell |
648,100
-3,800
| -0.6% | -$88.3K | 1.86% | 22 |
|
|
2016
Q3 | $12.4M | Buy |
651,900
+1,777
| +0.3% | +$33.8K | 1.72% | 23 |
|
|
2016
Q2 | $11.3M | Buy |
650,123
+100
| +0% | +$1.73K | 1.62% | 22 |
|
|
2016
Q1 | $10.5M | Buy |
650,023
+4,750
| +0.7% | +$76.8K | 1.48% | 24 |
|
|
2015
Q4 | $11.2M | Buy |
645,273
+323,600
| +101% | +$5.63M | 1.56% | 20 |
|
|
2015
Q3 | $6.52M | Sell |
321,673
-500
| -0.2% | -$10.1K | 0.94% | 36 |
|
|
2015
Q2 | $7.82M | Buy |
322,173
+15,623
| +5% | +$379K | 1.03% | 32 |
|
|
2015
Q1 | $6.83M | Buy |
306,550
+19,750
| +7% | +$440K | 0.96% | 32 |
|
|
2014
Q4 | $6.43M | Buy |
286,800
+45,600
| +19% | +$1.02M | 0.87% | 36 |
|
|
2014
Q3 | $5.75M | Buy |
+241,200
| New | +$5.75M | 0.8% | 36 |
|