Sigma Planning Corp’s Jefferies Financial Group JEF Stock Holding History

Sigma Planning Corp’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	-7,679	Closed	-$244K	–	1289
2023 Q1	$244K	Sell	7,679 -1,504	-16%	-$54.3K	0.01%	1091
2022 Q4	$301K	Sell	9,183 -293	-3%	-$9.74K	0.01%	968
2022 Q3	$267K	Sell	9,476 -765	-7%	-$23.2K	0.01%	987
2022 Q2	$270K	Sell	10,241 -163	-2%	-$4.82K	0.01%	1043
2022 Q1	$327K	Buy	10,404 +1,250	+14%	+$42.4K	0.01%	1017
2021 Q4	$340K	Buy	+9,154	New	+$353K	0.01%	1014
2021 Q3	–	Sell	-9,373	Closed	-$306K	–	1441
2021 Q2	$306K	Buy	+9,373	New	+$286K	0.01%	1070

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

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

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

AllianceBernstein

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

LSV Asset Management

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

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

Barrow, Hanley, Mewhinney & Strauss

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

Geode Capital Management

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