Wulff, Hansen & Co’s Jefferies Financial Group JEF Stock Holding History

Wulff, Hansen & Co’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
2022 Q2	–	Sell	-5,994	Closed	-$188K	–	90
2022 Q1	$188K	Sell	5,994 -2,039	-25%	-$69.2K	0.18%	88
2021 Q4	$298K	Buy	+8,033	New	+$309K	0.26%	76

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wulff, Hansen & Co's JEF Position: Q2 2022 in Review

Wulff, Hansen & Co sold out of Jefferies Financial Group (JEF) in Q2 2022, closing a stake of 5,994 shares — an estimated $188K sold.

Wulff, Hansen & Co first reported a position in JEF in Q4 2021 and held it in 2 quarters. The position peaked at $298K in Q4 2021. 427 funds tracked by Wall St. Rank hold JEF as of Q2 2022.

Wulff, Hansen & Co reported no remaining Jefferies Financial Group position as of Q2 2022 after selling out during the quarter.
Wulff, Hansen & Co sold 5,994 Jefferies Financial Group shares in Q2 2022, an estimated $188K.
Wulff, Hansen & Co first reported a position in Jefferies Financial Group in Q4 2021 and held it in 2 quarters.
Wulff, Hansen & Co's Jefferies Financial Group position peaked at $298K in Q4 2021.
427 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2022.

Based on Wulff, Hansen & Co's 13F filing for Q2 2022, filed 26 Jul 2022.