EI
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Ellevest Inc’s Jefferies Financial Group JEF Stock Holding History

Ellevest Inc’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
-4,663
Closed -$366K – 423
2024
Q4 		$366K Buy
4,663
+780
+20% +$56.1K 0.02% 270
2024
Q3 		$239K Buy
+3,883
New +$220K 0.01% 371
2023
Q2 		– Sell
-1,506
Closed -$47.8K – 1004
2023
Q1 		$47.8K Buy
1,506
+122
+9% +$4.41K ﹤0.01% 614
2022
Q4 		$45.4K Buy
1,384
+354
+34% +$11.8K ﹤0.01% 632
2022
Q3 		$29K Buy
+1,030
New +$31.2K ﹤0.01% 723
2021
Q2 		– Sell
-279
Closed -$8K – 1341
2021
Q1 		$8K Buy
279
+20
+8% +$545 ﹤0.01% 817
2020
Q4 		$6K Sell
259
-13,641
-98% -$286K ﹤0.01% 809
2020
Q3 		$239K Hold
13,900
– – 0.04% 115
2020
Q2 		$207K Hold
13,900
– – 0.04% 113
2020
Q1 		$182K Buy
+13,900
New +$265K 0.05% 99

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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