Eagle Ridge Investment Management’s Jefferies Financial Group JEF Stock Holding History

Eagle Ridge 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
2024 Q4	$223K	Buy	+2,850	New	+$205K	0.02%	137

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

Citigroup New York $235B AUM 32.99% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Eagle Ridge Investment Management's JEF Position: Q4 2024 in Review

Eagle Ridge Investment Management opened a new position in Jefferies Financial Group (JEF) in Q4 2024: 2,850 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #137 among its holdings.

583 funds tracked by Wall St. Rank hold JEF as of Q4 2024.

Eagle Ridge Investment Management held 2,850 shares of Jefferies Financial Group worth $223K as of Q4 2024.
Jefferies Financial Group was a new Eagle Ridge Investment Management position in Q4 2024.
Jefferies Financial Group made up 0.02% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #137 holding.
583 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.