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Atwood & Palmer’s Jefferies Financial Group JEF Stock Holding History

Atwood & Palmer’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-29
Closed -$2.27K – 468
2024
Q4 		$2.27K Hold
29
– – ﹤0.01% 413
2024
Q3 		$1.78K Buy
+29
New +$1.65K ﹤0.01% 412
2015
Q2 		– Sell
-335
Closed -$7K – 376
2015
Q1 		$7K Hold
335
– – ﹤0.01% 287
2014
Q4 		$7K Hold
335
– – ﹤0.01% 320
2014
Q3 		$7K Hold
335
– – ﹤0.01% 330
2014
Q2 		$8K Buy
+335
New +$7.78K ﹤0.01% 275

Other funds holding JEF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return