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Sun Life Financial’s Jefferies Financial Group JEF Stock Holding History

Sun Life Financial’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
2019
Q4 		– Sell
-215
Closed -$4K – 518
2019
Q3 		$4K Sell
215
-20
-9% -$356 ﹤0.01% 595
2019
Q2 		$4K Sell
235
-263
-53% -$4.51K ﹤0.01% 595
2019
Q1 		$8K Sell
498
-396
-44% -$6.99K ﹤0.01% 596
2018
Q4 		$14K Sell
894
-1
-0.1% -$18 ﹤0.01% 594
2018
Q3 		$18K Sell
895
-24
-3% -$500 ﹤0.01% 596
2018
Q2 		$19K Buy
919
+883
+2,453% +$18.5K ﹤0.01% 593
2018
Q1 		$1.43K Sell
36
-731
-95% -$16.6K 0.01% 260
2017
Q4 		$18K Sell
767
-1,823
-70% -$42K ﹤0.01% 445
2017
Q3 		$59K Sell
2,590
-79
-3% -$1.77K 0.01% 436
2017
Q2 		$63K Buy
2,669
+2,663
+44,383% +$60.7K 0.01% 426
2017
Q1 		$175 Buy
6
+2
+50% +$45 ﹤0.01% 289
2016
Q4 		$174 Buy
+4
New +$75 ﹤0.01% 240

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sun Life Financial's JEF Position: Q4 2019 in Review

Sun Life Financial sold out of Jefferies Financial Group (JEF) in Q4 2019, closing a stake of 215 shares — an estimated $4K sold.

Sun Life Financial first reported a position in JEF in Q4 2016 and held it in 12 quarters. The position peaked at $63K in Q2 2017. 412 funds tracked by Wall St. Rank hold JEF as of Q4 2019.

  • Sun Life Financial reported no remaining Jefferies Financial Group position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 215 Jefferies Financial Group shares in Q4 2019, an estimated $4K.
  • Sun Life Financial first reported a position in Jefferies Financial Group in Q4 2016 and held it in 12 quarters.
  • Sun Life Financial's Jefferies Financial Group position peaked at $63K in Q2 2017.
  • 412 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.