Sculati Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Sculati Wealth 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
2023 Q2	–	Sell	-10,330	Closed	-$328K	–	110
2023 Q1	$328K	Sell	10,330 -6,803	-40%	-$246K	0.17%	84
2022 Q4	$562K	Sell	17,133 -31,945	-65%	-$1.06M	0.32%	74
2022 Q3	$1.38M	Sell	49,078 -1,475	-3%	-$44.6K	0.82%	45
2022 Q2	$1.33M	Buy	50,553 +1,103	+2%	+$32.6K	0.76%	49
2022 Q1	$1.55M	Buy	49,450 +4,645	+10%	+$158K	0.76%	47
2021 Q4	$1.66M	Buy	44,805 +554	+1%	+$21.3K	0.8%	39
2021 Q3	$1.57M	Buy	+44,251	New	+$1.48M	0.83%	37

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sculati Wealth Management's JEF Position: Q2 2023 in Review

Sculati Wealth Management sold out of Jefferies Financial Group (JEF) in Q2 2023, closing a stake of 10,330 shares — an estimated $328K sold.

Sculati Wealth Management first reported a position in JEF in Q3 2021 and held it in 7 quarters. The position peaked at $1.66M in Q4 2021. 429 funds tracked by Wall St. Rank hold JEF as of Q2 2023.

Sculati Wealth Management reported no remaining Jefferies Financial Group position as of Q2 2023 after selling out during the quarter.
Sculati Wealth Management sold 10,330 Jefferies Financial Group shares in Q2 2023, an estimated $328K.
Sculati Wealth Management first reported a position in Jefferies Financial Group in Q3 2021 and held it in 7 quarters.
Sculati Wealth Management's Jefferies Financial Group position peaked at $1.66M in Q4 2021.
429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2023.

Based on Sculati Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.