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Beacon Capital Management LLC (Tennessee)’s Jefferies Financial Group JEF Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2024
Q4 		– Sell
-169
Closed -$10.4K – 1142
2024
Q3 		$10.4K Buy
+169
New +$9.59K ﹤0.01% 634

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Allspring Global Investments
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Beacon Capital Management LLC (Tennessee)'s JEF Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Jefferies Financial Group (JEF) in Q4 2024, closing a stake of 169 shares — an estimated $10.4K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in JEF in Q3 2024 and held it in 1 quarter. The position peaked at $10.4K in Q3 2024. 583 funds tracked by Wall St. Rank hold JEF as of Q4 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Jefferies Financial Group position as of Q4 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 169 Jefferies Financial Group shares in Q4 2024, an estimated $10.4K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Jefferies Financial Group in Q3 2024 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s Jefferies Financial Group position peaked at $10.4K in Q3 2024.
  • 583 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.