SW
JEF icon

SteelPeak Wealth’s Jefferies Financial Group JEF Stock Holding History

SteelPeak Wealth’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
2022
Q4 		– Sell
-32,680
Closed -$922K – 451
2022
Q3 		$922K Sell
32,680
-460
-1% -$13.9K 0.07% 174
2022
Q2 		$875K Sell
33,140
-48,921
-60% -$1.45M 0.06% 179
2022
Q1 		$2.58M Buy
82,061
+41,856
+104% +$1.42M 0.16% 109
2021
Q4 		$1.49M Sell
40,205
-10,463
-21% -$403K 0.09% 140
2021
Q3 		$1.8M Sell
50,668
-6,608
-12% -$221K 0.12% 113
2021
Q2 		$1.87M Buy
+57,276
New +$1.75M 0.14% 117

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return