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

Voya 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
2020
Q3 		– Sell
-16,689
Closed -$242K – 609
2020
Q2 		$242K Buy
16,689
+2,880
+21% +$38.6K 0.01% 515
2020
Q1 		$185K Sell
13,809
-989
-7% -$18.9K 0.01% 536
2019
Q4 		$302K Buy
14,798
+102
+0.7% +$1.93K 0.01% 511
2019
Q3 		$250K Sell
14,696
-2,417
-14% -$43K 0.01% 534
2019
Q2 		$289K Buy
17,113
+2,982
+21% +$51.2K 0.02% 497
2019
Q1 		$238K Buy
14,131
+712
+5% +$12.6K 0.01% 528
2018
Q4 		$209K Buy
13,419
+1,892
+16% +$34.6K 0.01% 511
2018
Q3 		$227K Buy
11,527
+361
+3% +$7.53K 0.01% 541
2018
Q2 		$228K Buy
11,166
+178
+2% +$3.73K 0.01% 502
2018
Q1 		$221K Buy
10,988
+664
+6% +$15K 0.01% 504
2017
Q4 		$246K Sell
10,324
-511
-5% -$11.8K 0.02% 472
2017
Q3 		$244K Buy
10,835
+245
+2% +$5.49K 0.02% 454
2017
Q2 		$248K Buy
10,590
+690
+7% +$15.7K 0.02% 424
2017
Q1 		$231K Sell
9,900
-1,010
-9% -$22.6K 0.02% 432
2016
Q4 		$227K Sell
10,910
-1,558
-12% -$29.1K 0.02% 414
2016
Q3 		$209K Sell
12,468
-1,397
-10% -$23.1K 0.02% 409
2016
Q2 		$207K Buy
13,865
+1,369
+11% +$20.9K 0.02% 385
2016
Q1 		$178K Buy
+12,496
New +$176K 0.02% 366

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Voya Financial Advisors's JEF Position: Q3 2020 in Review

Voya Financial Advisors sold out of Jefferies Financial Group (JEF) in Q3 2020, closing a stake of 16,689 shares — an estimated $242K sold.

Voya Financial Advisors first reported a position in JEF in Q1 2016 and held it in 18 quarters. The position peaked at $302K in Q4 2019. 361 funds tracked by Wall St. Rank hold JEF as of Q3 2020.

  • Voya Financial Advisors reported no remaining Jefferies Financial Group position as of Q3 2020 after selling out during the quarter.
  • Voya Financial Advisors sold 16,689 Jefferies Financial Group shares in Q3 2020, an estimated $242K.
  • Voya Financial Advisors first reported a position in Jefferies Financial Group in Q1 2016 and held it in 18 quarters.
  • Voya Financial Advisors's Jefferies Financial Group position peaked at $302K in Q4 2019.
  • 361 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2020.

Based on Voya Financial Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.