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Stone Ridge Asset Management’s Jefferies Financial Group JEF Stock Holding History

Stone Ridge Asset Management’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
2018
Q4 		– Sell
-16,616
Closed -$327K – 1295
2018
Q3 		$327K Hold
16,616
– – 0.02% 1014
2018
Q2 		$338K Hold
16,616
– – 0.02% 965
2018
Q1 		$338K Sell
16,616
-13,629
-45% -$309K 0.02% 982
2017
Q4 		$717K Buy
+30,245
New +$698K 0.04% 570

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Stone Ridge Asset Management's JEF Position: Q4 2018 in Review

Stone Ridge Asset Management sold out of Jefferies Financial Group (JEF) in Q4 2018, closing a stake of 16,616 shares — an estimated $327K sold.

Stone Ridge Asset Management first reported a position in JEF in Q4 2017 and held it in 4 quarters. The position peaked at $717K in Q4 2017. 449 funds tracked by Wall St. Rank hold JEF as of Q4 2018.

  • Stone Ridge Asset Management reported no remaining Jefferies Financial Group position as of Q4 2018 after selling out during the quarter.
  • Stone Ridge Asset Management sold 16,616 Jefferies Financial Group shares in Q4 2018, an estimated $327K.
  • Stone Ridge Asset Management first reported a position in Jefferies Financial Group in Q4 2017 and held it in 4 quarters.
  • Stone Ridge Asset Management's Jefferies Financial Group position peaked at $717K in Q4 2017.
  • 449 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2018.

Based on Stone Ridge Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.