Number of Shares
54,064.00
Current Holdings Value*
$1.93 Mil
% of Portfolio
4.49%
Total Estimate Gain
$2.65 Mil
% of Total Estimate Gain
268.67%

BARRETT OPPORTUNITY FUND, INC.'s Jefferies Financial Group Inc Holding Summary

As of 2023-08-31, BARRETT OPPORTUNITY FUND, INC. held 54,064.00 shares of Jefferies Financial Group Inc(JEF), totaling $1.93 Mil. This investment constitutes 4.49% of their stock portfolio, and BARRETT OPPORTUNITY FUND, INC. now holds 0.03% of the outstanding Jefferies Financial Group Inc(JEF) stock.

The initial trade took place in 2020Q2. In addition, there have been 2 sales at an average price of $34.99 for 15,936.00 shares. Based on historical transaction data and JEF's current price of $57.04, BARRETT OPPORTUNITY FUND, INC.'s estimated gain on his JEF holdings is $2.65 Mil, reflecting a 268.67% gain to date.

BARRETT OPPORTUNITY FUND, INC. JEF ($57.04) Holding Chart

BARRETT OPPORTUNITY FUND, INC. JEF ($57.04) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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