Contravisory Investment Management’s Jefferies Financial Group JEF Stock Holding History

Contravisory Investment Management’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 Q2	–	Sell	-333	Closed	-$17.8K	–	414
2025 Q1	$17.8K	Buy	+333	New	+$22.6K	﹤0.01%	314
2020 Q2	–	Sell	-18,131	Closed	-$237K	–	289
2020 Q1	$237K	Buy	+18,131	New	+$346K	0.11%	111
2018 Q2	–	Sell	-14,694	Closed	-$299K	–	352
2018 Q1	$299K	Buy	14,694 +1,407	+11%	+$31.9K	0.11%	122
2017 Q4	$315K	Buy	13,287 +1,087	+9%	+$25.1K	0.11%	101
2017 Q3	$276K	Sell	12,200 -143	-1%	-$3.2K	0.1%	97
2017 Q2	$289K	Buy	12,343 +6,576	+114%	+$150K	0.1%	69
2017 Q1	$134K	Buy	5,767 +2,241	+64%	+$50.1K	0.05%	141
2016 Q4	$73K	Buy	+3,526	New	+$65.9K	0.02%	111

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Contravisory Investment Management's JEF Position: Q2 2025 in Review

Contravisory Investment Management sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 333 shares — an estimated $17.8K sold.

Contravisory Investment Management first reported a position in JEF in Q4 2016 and held it in 8 quarters. The position peaked at $315K in Q4 2017. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

Contravisory Investment Management reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
Contravisory Investment Management sold 333 Jefferies Financial Group shares in Q2 2025, an estimated $17.8K.
Contravisory Investment Management first reported a position in Jefferies Financial Group in Q4 2016 and held it in 8 quarters.
Contravisory Investment Management's Jefferies Financial Group position peaked at $315K in Q4 2017.
555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Contravisory Investment Management's 13F filing for Q2 2025, filed 10 Jul 2025.