Valeo Financial Advisors’s Jefferies Financial Group JEF Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-251	Closed	-$7K	–	1181
2021 Q1	$7K	Hold	251	–	–	﹤0.01%	1461
2020 Q4	$6K	Hold	251	–	–	﹤0.01%	1332
2020 Q3	$4K	Hold	251	–	–	﹤0.01%	1300
2020 Q2	$4K	Hold	251	–	–	﹤0.01%	1594
2020 Q1	$3K	Hold	251	–	–	﹤0.01%	1422
2019 Q4	$5K	Hold	251	–	–	﹤0.01%	1283
2019 Q3	$4K	Sell	251 -17	-6%	-$303	﹤0.01%	1249
2019 Q2	$5K	Hold	268	–	–	﹤0.01%	1211
2019 Q1	$5K	Hold	268	–	–	﹤0.01%	1167
2018 Q4	$4K	Sell	268 -1,257	-82%	-$23K	﹤0.01%	1143
2018 Q3	$29K	Buy	1,525 +1,257	+469%	+$26.2K	﹤0.01%	664
2018 Q2	$6K	Hold	268	–	–	﹤0.01%	1088
2018 Q1	$5K	Sell	268 -46	-15%	-$1.04K	﹤0.01%	1138
2017 Q4	$7K	Buy	314 +294	+1,470%	+$6.78K	﹤0.01%	914
2017 Q3	$0	Buy	+20	New	+$448	﹤0.01%	1182

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

Goldman Sachs New York $1.15T AUM 47.82% 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

BAM

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Valeo Financial Advisors's JEF Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Jefferies Financial Group (JEF) in Q2 2021, closing a stake of 251 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in JEF in Q3 2017 and held it in 15 quarters. The position peaked at $29K in Q3 2018. 433 funds tracked by Wall St. Rank hold JEF as of Q2 2021.

Valeo Financial Advisors reported no remaining Jefferies Financial Group position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 251 Jefferies Financial Group shares in Q2 2021, an estimated $7K.
Valeo Financial Advisors first reported a position in Jefferies Financial Group in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Jefferies Financial Group position peaked at $29K in Q3 2018.
433 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.