Wright Investors Service’s Jefferies Financial Group JEF Stock Holding History

Wright Investors Service’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 Q1	–	Sell	-30,672	Closed	-$1.01M	–	154
2022 Q4	$1.01M	Hold	30,672	–	–	0.29%	95
2022 Q3	$865K	Buy	30,672 +7,726	+34%	+$234K	0.27%	96
2022 Q2	$606K	Sell	22,946 -1,099	-5%	-$32.5K	0.17%	115
2022 Q1	$756K	Buy	24,045 +1,082	+5%	+$36.7K	0.19%	112
2021 Q4	$852K	Buy	22,963 +8,782	+62%	+$338K	0.22%	107
2021 Q3	$503K	Buy	+14,181	New	+$475K	0.14%	125
2021 Q2	–	Sell	-67,584	Closed	-$1.95M	–	146
2021 Q1	$1.95M	Buy	67,584 +35,212	+109%	+$960K	0.59%	59
2020 Q4	$762K	Buy	+32,372	New	+$679K	0.26%	101

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Wright Investors Service's JEF Position: Q1 2023 in Review

Wright Investors Service sold out of Jefferies Financial Group (JEF) in Q1 2023, closing a stake of 30,672 shares — an estimated $1.01M sold.

Wright Investors Service first reported a position in JEF in Q4 2020 and held it in 8 quarters. The position peaked at $1.95M in Q1 2021. 463 funds tracked by Wall St. Rank hold JEF as of Q1 2023.

Wright Investors Service reported no remaining Jefferies Financial Group position as of Q1 2023 after selling out during the quarter.
Wright Investors Service sold 30,672 Jefferies Financial Group shares in Q1 2023, an estimated $1.01M.
Wright Investors Service first reported a position in Jefferies Financial Group in Q4 2020 and held it in 8 quarters.
Wright Investors Service's Jefferies Financial Group position peaked at $1.95M in Q1 2021.
463 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2023.

Based on Wright Investors Service's 13F filing for Q1 2023, filed 26 Apr 2023.