| Quarter | Score |
|---|---|
| 2018-Q2 | 49.7 |
| 2018-Q3 | 49.0 |
| 2019-Q2 | 48.9 |
| 2022-Q1 | 51.9 |
| 2022-Q3 | 65.9 |
| 2022-Q4 | 49.5 |
| 2023-Q1 | 49.1 |
| 2023-Q2 | 63.4 |
| 2023-Q3 | 49.0 |
| 2023-Q4 | 65.6 |
| 2024-Q1 | 59.9 |
| 2024-Q2 | 51.6 |
| 2024-Q3 | 51.5 |
| 2024-Q4 | 54.0 |
| 2025-Q1 | 49.8 |
| 2025-Q2 | 50.6 |
| 2025-Q3 | 51.2 |
| 2025-Q4 | 50.6 |
| 2026-Q1 | 50.6 |
| 2026-Q2 | 53.1 |
Funds reducing exposure or consensus momentum fading
Within 8.4% of funds' estimated purchase price
1 of 16 tracked funds hold JEF. Avg conviction: 0.0%. Net holding. First tracked at $49.76 (current +8.4% vs tracked).
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Berkshire Hathaway | 0.0% | Hold |