Symmetry Partners’s Jefferies Financial Group JEF Stock Holding History

Symmetry Partners’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
2022 Q2	–	Sell	-32,988	Closed	-$1.04M	–	564
2022 Q1	$1.04M	Sell	32,988 -22,593	-41%	-$767K	0.07%	191
2021 Q4	$2.06M	Hold	55,581	–	–	0.13%	99
2021 Q3	$2.04M	Buy	55,581 +11,753	+27%	+$393K	0.13%	100
2021 Q2	$1.43M	Buy	43,828 +27,200	+164%	+$830K	0.1%	152
2021 Q1	$478K	Buy	+16,628	New	+$453K	0.03%	414

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Symmetry Partners's JEF Position: Q2 2022 in Review

Symmetry Partners sold out of Jefferies Financial Group (JEF) in Q2 2022, closing a stake of 32,988 shares — an estimated $1.04M sold.

Symmetry Partners first reported a position in JEF in Q1 2021 and held it in 5 quarters. The position peaked at $2.06M in Q4 2021. 426 funds tracked by Wall St. Rank hold JEF as of Q2 2022.

Symmetry Partners reported no remaining Jefferies Financial Group position as of Q2 2022 after selling out during the quarter.
Symmetry Partners sold 32,988 Jefferies Financial Group shares in Q2 2022, an estimated $1.04M.
Symmetry Partners first reported a position in Jefferies Financial Group in Q1 2021 and held it in 5 quarters.
Symmetry Partners's Jefferies Financial Group position peaked at $2.06M in Q4 2021.
426 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2022.

Based on Symmetry Partners's 13F filing for Q2 2022, filed 11 Jul 2022.