Sterling Investment Advisors (Pennsylvania)’s Jefferies Financial Group JEF Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-2,884	Closed	-$76K	–	310
2022 Q2	$76K	Hold	2,884	–	–	0.03%	199
2022 Q1	$91K	Hold	2,884	–	–	0.03%	200
2021 Q4	$107K	Hold	2,884	–	–	0.03%	188
2021 Q3	$102K	Hold	2,884	–	–	0.03%	195
2021 Q2	$94K	Hold	2,884	–	–	0.03%	202
2021 Q1	$83K	Sell	2,884 -1,072	-27%	-$29.2K	0.03%	199
2020 Q4	$93K	Hold	3,956	–	–	0.03%	181
2020 Q3	$68K	Hold	3,956	–	–	0.03%	198
2020 Q2	$58K	Hold	3,956	–	–	0.02%	201
2020 Q1	$51K	Hold	3,956	–	–	0.03%	189
2019 Q4	$80K	Hold	3,956	–	–	0.04%	170
2019 Q3	$70K	Sell	3,956 -269	-6%	-$4.79K	0.04%	181
2019 Q2	$73K	Hold	4,225	–	–	0.04%	176
2019 Q1	$71K	Hold	4,225	–	–	0.04%	180
2018 Q4	$65K	Sell	4,225 -559	-12%	-$10.2K	0.04%	173
2018 Q3	$94K	Buy	+4,784	New	+$99.7K	0.05%	160

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

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

FPA

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s JEF Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Jefferies Financial Group (JEF) in Q3 2022, closing a stake of 2,884 shares — an estimated $76K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in JEF in Q3 2018 and held it in 16 quarters. The position peaked at $107K in Q4 2021. 424 funds tracked by Wall St. Rank hold JEF as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Jefferies Financial Group position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 2,884 Jefferies Financial Group shares in Q3 2022, an estimated $76K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Jefferies Financial Group in Q3 2018 and held it in 16 quarters.
Sterling Investment Advisors (Pennsylvania)'s Jefferies Financial Group position peaked at $107K in Q4 2021.
424 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.