Yorktown Management & Research Company’s Jefferies Financial Group JEF Stock Holding History

Yorktown Management & Research Company’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
2024 Q2	–	Sell	-10,700	Closed	-$472K	–	211
2024 Q1	$472K	Hold	10,700	–	–	0.45%	72
2023 Q4	$432K	Hold	10,700	–	–	0.45%	82
2023 Q3	$392K	Hold	10,700	–	–	0.44%	79
2023 Q2	$355K	Buy	10,700 +3,300	+45%	+$103K	0.38%	122
2023 Q1	$235K	Sell	7,400 -340	-4%	-$12.3K	0.25%	174
2022 Q4	$254K	Buy	+7,740	New	+$257K	0.31%	164
2016 Q1	–	Sell	-13,964	Closed	-$217K	–	386
2015 Q4	$217K	Hold	13,964	–	–	0.04%	354
2015 Q3	$253K	Hold	13,964	–	–	0.04%	328
2015 Q2	$304K	Buy	+13,964	New	+$298K	0.05%	237

Other funds holding JEF

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Yorktown Management & Research Company's JEF Position: Q2 2024 in Review

Yorktown Management & Research Company sold out of Jefferies Financial Group (JEF) in Q2 2024, closing a stake of 10,700 shares — an estimated $472K sold.

Yorktown Management & Research Company first reported a position in JEF in Q2 2015 and held it in 9 quarters. The position peaked at $472K in Q1 2024. 491 funds tracked by Wall St. Rank hold JEF as of Q2 2024.

Yorktown Management & Research Company reported no remaining Jefferies Financial Group position as of Q2 2024 after selling out during the quarter.
Yorktown Management & Research Company sold 10,700 Jefferies Financial Group shares in Q2 2024, an estimated $472K.
Yorktown Management & Research Company first reported a position in Jefferies Financial Group in Q2 2015 and held it in 9 quarters.
Yorktown Management & Research Company's Jefferies Financial Group position peaked at $472K in Q1 2024.
491 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2024.

Based on Yorktown Management & Research Company's 13F filing for Q2 2024, filed 30 Jul 2024.