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ClearAlpha Technologies’s Jefferies Financial Group JEF Stock Holding History

ClearAlpha Technologies’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
-6,456
Closed -$397K – 166
2024
Q3 		$397K Sell
6,456
-1,760
-21% -$99.8K 0.11% 96
2024
Q2 		$409K Buy
+8,216
New +$369K 0.14% 120
2024
Q1 		– Sell
-49,588
Closed -$2M – 272
2023
Q4 		$2M Buy
+49,588
New +$1.75M 0.75% 24

Other funds holding JEF

BlackRock
BlackRock New York $5.72T 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 $4.94B AUM 1.39% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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

ClearAlpha Technologies's JEF Position: Q4 2024 in Review

ClearAlpha Technologies sold out of Jefferies Financial Group (JEF) in Q4 2024, closing a stake of 6,456 shares — an estimated $397K sold.

ClearAlpha Technologies first reported a position in JEF in Q4 2023 and held it in 3 quarters. The position peaked at $2M in Q4 2023. 583 funds tracked by Wall St. Rank hold JEF as of Q4 2024.

  • ClearAlpha Technologies reported no remaining Jefferies Financial Group position as of Q4 2024 after selling out during the quarter.
  • ClearAlpha Technologies sold 6,456 Jefferies Financial Group shares in Q4 2024, an estimated $397K.
  • ClearAlpha Technologies first reported a position in Jefferies Financial Group in Q4 2023 and held it in 3 quarters.
  • ClearAlpha Technologies's Jefferies Financial Group position peaked at $2M in Q4 2023.
  • 583 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2024.

Based on ClearAlpha Technologies's 13F filing for Q4 2024, filed 14 Feb 2025.