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	–	1664
2021 Q1	$1K	Buy	+19	New	+$518	﹤0.01%	2964
2020 Q3	–	Sell	-188	Closed	-$3K	–	2627
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return

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

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 $30.5B AUM 29.95% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors

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