FWCM
JEF

Ferguson Wellman Capital Management’s JEFFERIES GROUP INC(NEW) JEF Stock Holding History

Ferguson Wellman Capital 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 		– Sell
-10,167
Closed -$626K – 369
2024
Q3 		$626K Hold
10,167
– – 0.01% 225
2024
Q2 		$506K Sell
10,167
-16,000
-61% -$796K 0.01% 240
2024
Q1 		$1.15M Hold
26,167
– – 0.02% 183
2023
Q4 		$1.06M Hold
26,167
– – 0.02% 188
2023
Q3 		$958K Buy
26,167
+7
+0% +$256 0.02% 184
2023
Q2 		$868K Sell
26,160
-30,740
-54% -$1.02M 0.02% 204
2023
Q1 		$1.81M Hold
56,900
– – 0.05% 144
2022
Q4 		$1.95M Hold
56,900
– – 0.05% 142
2022
Q3 		$1.68M Hold
56,900
– – 0.07% 127
2022
Q2 		$1.57M Sell
56,900
-41,600
-42% -$1.15M 0.06% 139
2022
Q1 		$3.24M Hold
98,500
– – 0.1% 111
2021
Q4 		$3.82M Hold
98,500
– – 0.11% 100
2021
Q3 		$3.66M Sell
98,500
-29,252
-23% -$1.09M 0.12% 103
2021
Q2 		$4.37M Hold
127,752
– – 0.14% 93
2021
Q1 		$3.85M Hold
127,752
– – 0.13% 102
2020
Q4 		$3.14M Hold
127,752
– – 0.08% 158
2020
Q3 		$2.3M Hold
127,752
– – 0.06% 156
2020
Q2 		$1.99M Buy
+127,752
New +$1.99M 0.06% 155

Other funds holding JEF

WOC
West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Ferguson Wellman Capital Management's JEF Position: Q4 2024 in Review

Ferguson Wellman Capital Management sold out of JEFFERIES GROUP INC(NEW) (JEF) in Q4 2024, closing a stake of 10,167 shares — an estimated $626K sold.

Ferguson Wellman Capital Management first reported a position in JEF in Q2 2020 and held it in 18 quarters. The position peaked at $4.37M in Q2 2021. 4 funds tracked by Wall St. Rank hold JEF as of Q4 2024.

  • Ferguson Wellman Capital Management reported no remaining JEFFERIES GROUP INC(NEW) position as of Q4 2024 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 10,167 JEFFERIES GROUP INC(NEW) shares in Q4 2024, an estimated $626K.
  • Ferguson Wellman Capital Management first reported a position in JEFFERIES GROUP INC(NEW) in Q2 2020 and held it in 18 quarters.
  • Ferguson Wellman Capital Management's JEFFERIES GROUP INC(NEW) position peaked at $4.37M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held JEFFERIES GROUP INC(NEW) as of Q4 2024.

Based on Ferguson Wellman Capital Management's 13F filing for Q4 2024, filed 29 Jan 2025.