Sutton Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-24	Closed	-$788	–	1184
2022 Q4	$788	Hold	24	–	–	﹤0.01%	1399
2022 Q3	$679	Buy	24 +20	+500%	+$605	﹤0.01%	1402
2022 Q2	$110	Hold	4	–	–	﹤0.01%	1613
2022 Q1	$131	Sell	4 -18	-82%	-$611	﹤0.01%	1599
2021 Q4	$815	Buy	+22	New	+$847	﹤0.01%	1380
2019 Q2	–	Sell	-79	Closed	-$1.33K	–	1191
2019 Q1	$1.33K	Buy	79 +66	+508%	+$1.17K	﹤0.01%	1092
2018 Q4	$208	Hold	13	–	–	﹤0.01%	1117
2018 Q3	$264	Hold	13	–	–	﹤0.01%	1115
2018 Q2	$273	Buy	+13	New	+$272	﹤0.01%	1117

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

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

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

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

Dimensional Fund Advisors

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

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