Unio Capital’s Jefferies Financial Group JEF Stock Holding History

Unio Capital’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	-13,598	Closed	-$446K	–	43
2022 Q4	$446K	Buy	+13,598	New	+$452K	0.25%	32

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Unio Capital's JEF Position: Q1 2023 in Review

Unio Capital sold out of Jefferies Financial Group (JEF) in Q1 2023, closing a stake of 13,598 shares — an estimated $446K sold.

Unio Capital first reported a position in JEF in Q4 2022 and held it in 1 quarter. The position peaked at $446K in Q4 2022. 463 funds tracked by Wall St. Rank hold JEF as of Q1 2023.

Unio Capital reported no remaining Jefferies Financial Group position as of Q1 2023 after selling out during the quarter.
Unio Capital sold 13,598 Jefferies Financial Group shares in Q1 2023, an estimated $446K.
Unio Capital first reported a position in Jefferies Financial Group in Q4 2022 and held it in 1 quarter.
Unio Capital's Jefferies Financial Group position peaked at $446K in Q4 2022.
463 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2023.

Based on Unio Capital's 13F filing for Q1 2023, filed 15 May 2023.