Cromwell Sustainable Balanced Fund JEF Holdings History
Cromwell Sustainable Balanced Fund's Jefferies Financial Group Inc Holding Summary
As of 2025-03-31, Cromwell Sustainable Balanced Fund held 2,205.00 shares of Jefferies Financial Group Inc(JEF), totaling $118,120.00. This investment constitutes 1.69% of their stock portfolio, and Cromwell Sustainable Balanced Fund now holds 0% of the outstanding Jefferies Financial Group Inc(JEF) stock.
The initial trade took place in 2025Q1. And since then Cromwell Sustainable Balanced Fund has made 1 purchases of JEF, at an average price of $67.88, for a total of 2,205.00 shares. Based on historical transaction data and JEF's current price of $57.03, Cromwell Sustainable Balanced Fund's estimated gain on his JEF holdings is $-23,924.25, reflecting a -15.98% gain to date.
Cromwell Sustainable Balanced Fund JEF ($57.03) Holding Chart
Cromwell Sustainable Balanced Fund JEF ($57.03) 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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