Number of Shares
35,887.00
Current Holdings Value*
$2.10 Mil
% of Portfolio
2.09%
Total Estimate Gain
$949,799.68
% of Total Estimate Gain
76.12%

BARROW HANLEY US VALUE OPPORTUNITIES FUND's Jefferies Financial Group Inc Holding Summary

As of 2024-07-31, Advisors' Inner Circle Fund III held 35,887.00 shares of Jefferies Financial Group Inc(JEF), totaling $2.10 Mil. This investment constitutes 2.09% of their stock portfolio, and Advisors' Inner Circle Fund III now holds 0.02% of the outstanding Jefferies Financial Group Inc(JEF) stock.

The initial trade took place in 2022Q3. And since then BARROW HANLEY US VALUE OPPORTUNITIES FUND has made 4 purchases of JEF, at an average price of $30.56, for a total of 40,824.00 shares. In addition, there have been 3 sales at an average price of $36.30 for 4,937.00 shares. Based on historical transaction data and JEF's current price of $56.24, BARROW HANLEY US VALUE OPPORTUNITIES FUND's estimated gain on his JEF holdings is $949,799.68, reflecting a 76.12% gain to date.

BARROW HANLEY US VALUE OPPORTUNITIES FUND JEF ($56.24) Holding Chart

BARROW HANLEY US VALUE OPPORTUNITIES FUND JEF ($56.24) 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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