WI
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Wafra Inc’s Jefferies Financial Group JEF Stock Holding History

Wafra Inc’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
2019
Q3 		– Sell
-487,973
Closed -$8.4M – 80
2019
Q2 		$8.4M Hold
487,973
– – 0.28% 58
2019
Q1 		$8.21M Sell
487,973
-291,876
-37% -$5.15M 0.29% 57
2018
Q4 		$12.1M Buy
779,849
+236,036
+43% +$4.32M 0.48% 38
2018
Q3 		$10.7M Buy
543,813
+275,740
+103% +$5.75M 0.36% 50
2018
Q2 		$5.46M Buy
+268,073
New +$5.62M 0.2% 63

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Wafra Inc's JEF Position: Q3 2019 in Review

Wafra Inc sold out of Jefferies Financial Group (JEF) in Q3 2019, closing a stake of 487,973 shares — an estimated $8.4M sold.

Wafra Inc first reported a position in JEF in Q2 2018 and held it in 5 quarters. The position peaked at $12.1M in Q4 2018. 408 funds tracked by Wall St. Rank hold JEF as of Q3 2019.

  • Wafra Inc reported no remaining Jefferies Financial Group position as of Q3 2019 after selling out during the quarter.
  • Wafra Inc sold 487,973 Jefferies Financial Group shares in Q3 2019, an estimated $8.4M.
  • Wafra Inc first reported a position in Jefferies Financial Group in Q2 2018 and held it in 5 quarters.
  • Wafra Inc's Jefferies Financial Group position peaked at $12.1M in Q4 2018.
  • 408 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2019.

Based on Wafra Inc's 13F filing for Q3 2019, filed 8 Nov 2019.