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 $6.73T AUM 46.02% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sigma Planning Corp's JEF Position: Q2 2023 in Review

Sigma Planning Corp sold out of Jefferies Financial Group (JEF) in Q2 2023, closing a stake of 7,679 shares — an estimated $244K sold.

Sigma Planning Corp first reported a position in JEF in Q2 2021 and held it in 7 quarters. The position peaked at $340K in Q4 2021. 428 funds tracked by Wall St. Rank hold JEF as of Q2 2023.

Sigma Planning Corp reported no remaining Jefferies Financial Group position as of Q2 2023 after selling out during the quarter.
Sigma Planning Corp sold 7,679 Jefferies Financial Group shares in Q2 2023, an estimated $244K.
Sigma Planning Corp first reported a position in Jefferies Financial Group in Q2 2021 and held it in 7 quarters.
Sigma Planning Corp's Jefferies Financial Group position peaked at $340K in Q4 2021.
428 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.