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Steward Financial Group’s Jefferies Financial Group JEF Stock Holding History

Steward Financial Group’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
2023
Q3 		$7K Buy
+212
New +$7.59K ﹤0.01% 499
2023
Q2 		– Sell
-230
Closed -$7K – 735
2023
Q1 		$7K Buy
230
+130
+130% +$4.7K ﹤0.01% 248
2022
Q4 		$3K Buy
+100
New +$3.32K ﹤0.01% 270
2022
Q3 		– Sell
-33
Closed – – 708
2022
Q2 		$0 Buy
+33
New +$976 ﹤0.01% 1163

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's JEF Position: Q3 2023 in Review

Steward Financial Group opened a new position in Jefferies Financial Group (JEF) in Q3 2023: 212 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #499 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in JEF as recently as Q1 2023.

Steward Financial Group first reported a position in JEF in Q2 2022 and has held it in 4 quarters since. 437 funds tracked by Wall St. Rank hold JEF as of Q3 2023.

  • Steward Financial Group held 212 shares of Jefferies Financial Group worth $7K as of Q3 2023.
  • Jefferies Financial Group was a new Steward Financial Group position in Q3 2023.
  • Jefferies Financial Group made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #499 holding.
  • Steward Financial Group first reported a position in Jefferies Financial Group in Q2 2022 and has held it in 4 quarters since.
  • 437 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.