09/30/2019
13F Holdings Summary
09/30/2019
13F Sector Allocation Over Time
Market Value
$556.026 Million
556026000.0
14.0
Prior Market Value
$578.439 Million
New Purchases 6 stocks
Additional Purchases 2 stocks
Sold out of 5 stocks
Reduced holdings in 2 stocks
Top 10 Holdings %
97.87
%
Turnover %
[1] : 78.57%
Turnover Alt %
[2] :
12.26
%
Time Held Top20: 4.00 quarters
Time Held Top10: 4.30 quarters
Time Held All: 4.43 quarters
[1] :
Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2] :
Alt Turnover is calculated by taking either the total MV of new purchases or
the MV of securities sold, whichever is less,
divided by the total MV of the fund.
You are limited to the prior 8 quarters of 13F filings.
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for JEFFERIES FINANCIAL GROUP INC.
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14
Performance
for Q3 2019:
-8.23%
Performance Last 4 Quarters:
-28.49%
Performance Metrics
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Winning Months %:
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Efficiency Ratio (3-yrs):
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Kurtosis (3-yrs):
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13F Filings Available:
2019-09-30 - 13F-HR
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2019-06-30 - 13F-HR
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2019-03-31 - 13F-HR
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2018-12-31 - 13F-HR
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2018-09-30 - 13F-HR
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2018-06-30 - 13F-HR
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2018-03-31 - 13F-HR
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2017-12-31 - 13F-HR
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2017-09-30 - 13F-HR
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2017-06-30 - 13F-HR
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2017-03-31 - 13F-HR
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2016-12-31 - 13F-HR
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2016-09-30 - 13F-HR
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2016-06-30 - 13F-HR
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2016-03-31 - 13F-HR
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2015-12-31 - 13F-HR
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2015-09-30 - 13F-HR
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2015-06-30 - 13F-HR
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2015-03-31 - 13F-HR
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2014-12-31 - 13F-HR
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2014-09-30 - 13F-HR
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2014-06-30 - 13F-HR
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2014-03-31 - 13F-HR
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2013-12-31 - 13F-HR
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2013-09-30 - 13F-HR
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2013-06-30 - 13F-HR
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2013-03-31 - 13F-HR
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2012-12-31 - 13F-HR
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2012-09-30 - 13F-HR
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2012-06-30 - 13F-HR
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2012-03-31 - 13F-HR
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2011-12-31 - 13F-HR
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2011-09-30 - 13F-HR
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2011-06-30 - 13F-HR
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2011-03-31 - 13F-HR
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2010-12-31 - 13F-HR
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2010-09-30 - 13F-HR
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2010-06-30 - 13F-HR
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2010-03-31 - 13F-HR
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2009-12-31 - 13F-HR
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2009-09-30 - 13F-HR
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2009-06-30 - 13F-HR
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2009-03-31 - 13F-HR
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2008-12-31 - 13F-HR
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2008-09-30 - 13F-HR
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2008-06-30 - 13F-HR
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2008-03-31 - 13F-HR
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2007-12-31 - 13F-HR
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2007-09-30 - 13F-HR
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2007-06-30 - 13F-HR
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2007-03-31 - 13F-HR
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2006-12-31 - 13F-HR
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2006-09-30 - 13F-HR
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2006-06-30 - 13F-HR
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2006-03-31 - 13F-HR
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2005-12-31 - 13F-HR
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2005-09-30 - 13F-HR
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2005-06-30 - 13F-HR
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2005-03-31 - 13F-HR
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2004-12-31 - 13F-HR/A
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2004-12-31 - 13F-HR
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Holder
Issuer
Net Short Position
Position Date
Origin
Short Position History (last 100)