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Scopia Capital Management’s Jefferies Financial Group JEF Stock Holding History

Scopia Capital Management’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
Q3 		– Sell
-1,637,663
Closed -$25.4M – 44
2016
Q2 		$25.4M Sell
1,637,663
-5,693,792
-78% -$87M 0.52% 30
2016
Q1 		$106M Buy
+7,331,455
New +$103M 1.98% 21

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

Scopia Capital Management's JEF Position: Q3 2016 in Review

Scopia Capital Management sold out of Jefferies Financial Group (JEF) in Q3 2016, closing a stake of 1,637,663 shares — an estimated $25.4M sold.

Scopia Capital Management first reported a position in JEF in Q1 2016 and held it in 2 quarters. The position peaked at $106M in Q1 2016. 416 funds tracked by Wall St. Rank hold JEF as of Q3 2016.

  • Scopia Capital Management reported no remaining Jefferies Financial Group position as of Q3 2016 after selling out during the quarter.
  • Scopia Capital Management sold 1,637,663 Jefferies Financial Group shares in Q3 2016, an estimated $25.4M.
  • Scopia Capital Management first reported a position in Jefferies Financial Group in Q1 2016 and held it in 2 quarters.
  • Scopia Capital Management's Jefferies Financial Group position peaked at $106M in Q1 2016.
  • 416 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2016.

Based on Scopia Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.