Zacks Investment Management’s Jefferies Financial Group JEF Stock Holding History

Zacks Investment Management’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 Q1	–	Sell	-230,136	Closed	-$8.54M	–	625
2021 Q4	$8.54M	Buy	230,136 +80,408	+54%	+$3.1M	0.12%	154
2021 Q3	$5.31M	Buy	+149,728	New	+$5.01M	0.08%	176
2018 Q3	–	Sell	-238,161	Closed	-$4.85M	–	565
2018 Q2	$4.85M	Buy	238,161 +174,298	+273%	+$3.65M	0.11%	152
2018 Q1	$1.3M	Sell	63,863 -1,159	-2%	-$26.3K	0.03%	362
2017 Q4	$1.54M	Buy	+65,022	New	+$1.5M	0.03%	317
2017 Q3	–	Sell	-18,045	Closed	-$423K	–	623
2017 Q2	$423K	Sell	18,045 -52,015	-74%	-$1.18M	0.01%	471
2017 Q1	$1.63M	Buy	+70,060	New	+$1.57M	0.04%	259

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Zacks Investment Management's JEF Position: Q1 2022 in Review

Zacks Investment Management sold out of Jefferies Financial Group (JEF) in Q1 2022, closing a stake of 230,136 shares — an estimated $8.54M sold.

Zacks Investment Management first reported a position in JEF in Q1 2017 and held it in 7 quarters. The position peaked at $8.54M in Q4 2021. 473 funds tracked by Wall St. Rank hold JEF as of Q1 2022.

Zacks Investment Management reported no remaining Jefferies Financial Group position as of Q1 2022 after selling out during the quarter.
Zacks Investment Management sold 230,136 Jefferies Financial Group shares in Q1 2022, an estimated $8.54M.
Zacks Investment Management first reported a position in Jefferies Financial Group in Q1 2017 and held it in 7 quarters.
Zacks Investment Management's Jefferies Financial Group position peaked at $8.54M in Q4 2021.
473 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2022.

Based on Zacks Investment Management's 13F filing for Q1 2022, filed 13 May 2022.