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Sowell Financial Services’s Jefferies Financial Group JEF Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-19
Closed -$1K – 1663
2021
Q1 		$1K Buy
+19
New +$518 ﹤0.01% 2964
2020
Q3 		– Sell
-188
Closed -$3K – 2621
2020
Q2 		$3K Sell
188
-107
-36% -$1.43K ﹤0.01% 2047
2020
Q1 		$4K Buy
295
+2
+0.7% +$38 ﹤0.01% 1902
2019
Q4 		$6K Buy
293
+105
+56% +$1.99K ﹤0.01% 1844
2019
Q3 		$3K Buy
+188
New +$3.35K ﹤0.01% 1939

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's JEF Position: Q2 2021 in Review

Sowell Financial Services sold out of Jefferies Financial Group (JEF) in Q2 2021, closing a stake of 19 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in JEF in Q3 2019 and held it in 5 quarters. The position peaked at $6K in Q4 2019. 433 funds tracked by Wall St. Rank hold JEF as of Q2 2021.

  • Sowell Financial Services reported no remaining Jefferies Financial Group position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 19 Jefferies Financial Group shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Jefferies Financial Group in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's Jefferies Financial Group position peaked at $6K in Q4 2019.
  • 433 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.