SA U.S. Small Company Fund JEF Holdings History
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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