SMH Capital Advisors’s Jefferies Financial Group JEF Stock Holding History

SMH Capital Advisors’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
2024 Q3	–	Sell	-6,404	Closed	-$319K	–	49
2024 Q2	$319K	Sell	6,404 -452	-7%	-$20.3K	0.98%	23
2024 Q1	$302K	Sell	6,856 -113	-2%	-$4.71K	0.81%	26
2023 Q4	$282K	Sell	6,969 -189	-3%	-$6.68K	0.61%	21
2023 Q3	$262K	Sell	7,158 -509	-7%	-$18.2K	0.61%	20
2023 Q2	$254K	Sell	7,667 -173	-2%	-$5.4K	0.55%	34
2023 Q1	$251K	Sell	7,840 -711	-8%	-$25.7K	1.49%	31
2022 Q4	$280K	Sell	8,551 -2	-0%	-$66	0.41%	40
2022 Q3	$241K	Sell	8,553 -5	-0.1%	-$151	0.36%	39
2022 Q2	$226K	Buy	8,558 +6	+0.1%	+$177	0.3%	46
2022 Q1	$269K	Buy	+8,552	New	+$290K	0.44%	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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FPA

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SMH Capital Advisors's JEF Position: Q3 2024 in Review

SMH Capital Advisors sold out of Jefferies Financial Group (JEF) in Q3 2024, closing a stake of 6,404 shares — an estimated $319K sold.

SMH Capital Advisors first reported a position in JEF in Q1 2022 and held it in 10 quarters. The position peaked at $319K in Q2 2024. 533 funds tracked by Wall St. Rank hold JEF as of Q3 2024.

SMH Capital Advisors reported no remaining Jefferies Financial Group position as of Q3 2024 after selling out during the quarter.
SMH Capital Advisors sold 6,404 Jefferies Financial Group shares in Q3 2024, an estimated $319K.
SMH Capital Advisors first reported a position in Jefferies Financial Group in Q1 2022 and held it in 10 quarters.
SMH Capital Advisors's Jefferies Financial Group position peaked at $319K in Q2 2024.
533 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2024.

Based on SMH Capital Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.