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Welch & Forbes’s Jefferies Financial Group JEF Stock Holding History

Welch & Forbes’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
Q2 		– Sell
-11,757
Closed -$154K – 350
2020
Q1 		$154K Buy
+11,757
New +$224K ﹤0.01% 322

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Vanguard Group
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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
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Welch & Forbes's JEF Position: Q2 2020 in Review

Welch & Forbes sold out of Jefferies Financial Group (JEF) in Q2 2020, closing a stake of 11,757 shares — an estimated $154K sold.

Welch & Forbes first reported a position in JEF in Q1 2020 and held it in 1 quarter. The position peaked at $154K in Q1 2020. 367 funds tracked by Wall St. Rank hold JEF as of Q2 2020.

  • Welch & Forbes reported no remaining Jefferies Financial Group position as of Q2 2020 after selling out during the quarter.
  • Welch & Forbes sold 11,757 Jefferies Financial Group shares in Q2 2020, an estimated $154K.
  • Welch & Forbes first reported a position in Jefferies Financial Group in Q1 2020 and held it in 1 quarter.
  • Welch & Forbes's Jefferies Financial Group position peaked at $154K in Q1 2020.
  • 367 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2020.

Based on Welch & Forbes's 13F filing for Q2 2020, filed 15 Jul 2020.