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Sunbelt Securities’s Jefferies Financial Group JEF Stock Holding History

Sunbelt Securities’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
2020
Q3 		– Sell
-12,594
Closed -$187K – 338
2020
Q2 		$187K Buy
12,594
+121
+1% +$1.62K 0.06% 275
2020
Q1 		$163K Sell
12,473
-4,121
-25% -$78.7K 0.01% 348
2019
Q4 		$339K Sell
16,594
-2,510
-13% -$47.5K 0.04% 417
2019
Q3 		$336K Buy
19,104
+5,783
+43% +$103K 0.04% 393
2019
Q2 		$229K Hold
13,321
– – 0.1% 242
2019
Q1 		$224K Hold
13,321
– – 0.11% 214
2018
Q4 		$207K Sell
13,321
-931
-7% -$17K 0.12% 200
2018
Q3 		$280K Hold
14,252
– – 0.15% 171
2018
Q2 		$290K Hold
14,252
– – 0.17% 166
2018
Q1 		$290K Hold
14,252
– – 0.27% 132
2017
Q4 		$338K Hold
14,252
– – 0.33% 109
2017
Q3 		$322K Hold
14,252
– – 0.34% 107
2017
Q2 		$334K Hold
14,252
– – 0.63% 49
2017
Q1 		$332K Buy
14,252
+33
+0.2% +$738 0.5% 57
2016
Q4 		$296K Sell
14,219
-18,507
-57% -$346K 0.45% 56
2016
Q3 		$558K Buy
32,726
+108
+0.3% +$1.79K 0.67% 32
2016
Q2 		$506K Buy
32,618
+381
+1% +$5.82K 0.66% 33
2016
Q1 		$467K Buy
32,237
+123
+0.4% +$1.73K 0.68% 36
2015
Q4 		$500K Buy
32,114
+3,959
+14% +$66.2K 0.7% 30
2015
Q3 		$511K Buy
28,155
+38
+0.1% +$763 0.69% 31
2015
Q2 		$611K Buy
28,117
+416
+2% +$8.88K 0.84% 24
2015
Q1 		$553K Buy
27,701
+74
+0.3% +$1.53K 0.82% 25
2014
Q4 		$554K Buy
+27,627
New +$570K 0.73% 23

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sunbelt Securities's JEF Position: Q3 2020 in Review

Sunbelt Securities sold out of Jefferies Financial Group (JEF) in Q3 2020, closing a stake of 12,594 shares — an estimated $187K sold.

Sunbelt Securities first reported a position in JEF in Q4 2014 and held it in 23 quarters. The position peaked at $611K in Q2 2015. 361 funds tracked by Wall St. Rank hold JEF as of Q3 2020.

  • Sunbelt Securities reported no remaining Jefferies Financial Group position as of Q3 2020 after selling out during the quarter.
  • Sunbelt Securities sold 12,594 Jefferies Financial Group shares in Q3 2020, an estimated $187K.
  • Sunbelt Securities first reported a position in Jefferies Financial Group in Q4 2014 and held it in 23 quarters.
  • Sunbelt Securities's Jefferies Financial Group position peaked at $611K in Q2 2015.
  • 361 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2020.

Based on Sunbelt Securities's 13F filing for Q3 2020, filed 17 Nov 2020.