Guggenheim SMid Cap Value Fund JEF Holdings History
Guggenheim SMid Cap Value Fund's Jefferies Financial Group Inc Holding Summary
As of 2024-09-30, GUGGENHEIM FUNDS TRUST held 122,576.00 shares of Jefferies Financial Group Inc(JEF), totaling $7.54 Mil. This investment constitutes 2.11% of their stock portfolio, and GUGGENHEIM FUNDS TRUST now holds 0.06% of the outstanding Jefferies Financial Group Inc(JEF) stock.
The initial trade took place in 2023Q2. And since then Guggenheim SMid Cap Value Fund has made 2 purchases of JEF, at an average price of $34.74, for a total of 185,403.00 shares. In addition, there have been 1 sales at an average price of $56.70 for 62,827.00 shares. Based on historical transaction data and JEF's current price of $57.04, Guggenheim SMid Cap Value Fund's estimated gain on his JEF holdings is $4.11 Mil, reflecting a 63.85% gain to date.
Guggenheim SMid Cap Value Fund JEF ($57.04) Holding Chart
Guggenheim SMid Cap Value Fund 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
