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	0.15%	109
2021 Q4	$1.49M	Sell	40,205 -10,463	-21%	-$403K	0.08%	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	0.13%	117

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

FPA

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

SteelPeak Wealth's JEF Position: Q4 2022 in Review

SteelPeak Wealth sold out of Jefferies Financial Group (JEF) in Q4 2022, closing a stake of 32,680 shares — an estimated $922K sold.

SteelPeak Wealth first reported a position in JEF in Q2 2021 and held it in 6 quarters. The position peaked at $2.58M in Q1 2022. 469 funds tracked by Wall St. Rank hold JEF as of Q4 2022.

SteelPeak Wealth reported no remaining Jefferies Financial Group position as of Q4 2022 after selling out during the quarter.
SteelPeak Wealth sold 32,680 Jefferies Financial Group shares in Q4 2022, an estimated $922K.
SteelPeak Wealth first reported a position in Jefferies Financial Group in Q2 2021 and held it in 6 quarters.
SteelPeak Wealth's Jefferies Financial Group position peaked at $2.58M in Q1 2022.
469 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2022.

Based on SteelPeak Wealth's 13F filing for Q4 2022, filed 25 Jan 2023.