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Veritable’s Jefferies Financial Group JEF Stock Holding History

Veritable’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
Q2 		– Sell
-7,255
Closed -$230K – 910
2023
Q1 		$230K Sell
7,255
-771
-10% -$27.9K ﹤0.01% 784
2022
Q4 		$263K Buy
+8,026
New +$267K ﹤0.01% 697
2018
Q2 		– Sell
-11,710
Closed -$238K – 811
2018
Q1 		$238K Buy
+11,710
New +$265K 0.01% 698
2016
Q1 		– Sell
-26,789
Closed -$417K – 730
2015
Q4 		$417K Sell
26,789
-39,912
-60% -$667K 0.01% 508
2015
Q3 		$1.21M Buy
66,701
+72
+0.1% +$1.45K 0.04% 258
2015
Q2 		$1.45M Buy
66,629
+2,787
+4% +$59.5K 0.04% 237
2015
Q1 		$1.27M Buy
63,842
+699
+1% +$14.4K 0.03% 347
2014
Q4 		$1.27M Buy
63,143
+11,185
+22% +$231K 0.03% 352
2014
Q3 		$1.11M Buy
51,958
+7,102
+16% +$160K 0.02% 376
2014
Q2 		$1.05M Buy
44,856
+9,834
+28% +$228K 0.02% 402
2014
Q1 		$878K Buy
35,022
+1,639
+5% +$40.4K 0.02% 424
2013
Q4 		$847K Buy
33,383
+160
+0.5% +$4.05K 0.02% 425
2013
Q3 		$810K Buy
33,223
+10,972
+49% +$263K 0.02% 437
2013
Q2 		$522K Buy
+22,251
New +$585K 0.01% 557

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Veritable's JEF Position: Q2 2023 in Review

Veritable sold out of Jefferies Financial Group (JEF) in Q2 2023, closing a stake of 7,255 shares — an estimated $230K sold.

Veritable first reported a position in JEF in Q2 2013 and held it in 14 quarters. The position peaked at $1.45M in Q2 2015. 428 funds tracked by Wall St. Rank hold JEF as of Q2 2023.

  • Veritable reported no remaining Jefferies Financial Group position as of Q2 2023 after selling out during the quarter.
  • Veritable sold 7,255 Jefferies Financial Group shares in Q2 2023, an estimated $230K.
  • Veritable first reported a position in Jefferies Financial Group in Q2 2013 and held it in 14 quarters.
  • Veritable's Jefferies Financial Group position peaked at $1.45M in Q2 2015.
  • 428 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2023.

Based on Veritable's 13F filing for Q2 2023, filed 9 Aug 2023.