Number of Shares
21,621.00
Current Holdings Value*
$1.16 Mil
% of Portfolio
0.4%
Total Estimate Gain
$870,930.52
% of Total Estimate Gain
190.92%

SA U.S. Small Company Fund's Jefferies Financial Group Inc Holding Summary

As of 2025-03-31, SA FUNDS INVESTMENT TRUST held 21,621.00 shares of Jefferies Financial Group Inc(JEF), totaling $1.16 Mil. This investment constitutes 0.4% of their stock portfolio, and SA FUNDS INVESTMENT TRUST now holds 0.01% of the outstanding Jefferies Financial Group Inc(JEF) stock.

The initial trade took place in 2019Q3. In addition, there have been 1 sales at an average price of $35.01 for 2,878.00 shares. Based on historical transaction data and JEF's current price of $56.72, SA U.S. Small Company Fund's estimated gain on his JEF holdings is $870,930.52, reflecting a 190.92% gain to date.

SA U.S. Small Company Fund JEF ($56.72) Holding Chart

SA U.S. Small Company Fund JEF ($56.72) 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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