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HMS Capital Management’s Jefferies Financial Group JEF Stock Holding History

HMS 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
2025
Q1 		– Sell
-10,033
Closed -$787K – 110
2024
Q4 		$787K Sell
10,033
-9
-0.1% -$647 0.38% 53
2024
Q3 		$618K Buy
10,042
+2
+0% +$113 0.3% 61
2024
Q2 		$500K Buy
10,040
+2
+0% +$90 0.26% 65
2024
Q1 		$443K Buy
10,038
+356
+4% +$14.8K 0.25% 76
2023
Q4 		$391K Sell
9,682
-101
-1% -$3.57K 0.24% 74
2023
Q3 		$358K Sell
9,783
-252
-3% -$9.03K 0.24% 73
2023
Q2 		$333K Buy
10,035
+42
+0.4% +$1.31K 0.2% 89
2023
Q1 		$317K Sell
9,993
-2,237
-18% -$80.8K 0.2% 87
2022
Q4 		$401K Sell
12,230
-85
-0.7% -$2.82K 0.23% 65
2022
Q3 		$347K Buy
12,315
+740
+6% +$22.4K 0.21% 82
2022
Q2 		$306K Sell
11,575
-2,803
-19% -$82.9K 0.15% 90
2022
Q1 		$452K Sell
14,378
-123
-0.8% -$4.18K 0.19% 97
2021
Q4 		$538K Buy
14,501
+2
+0% +$77 0.23% 84
2021
Q3 		$515K Buy
+14,499
New +$485K 0.24% 80

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $5.27B AUM 2.94% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

HMS Capital Management's JEF Position: Q1 2025 in Review

HMS Capital Management sold out of Jefferies Financial Group (JEF) in Q1 2025, closing a stake of 10,033 shares — an estimated $787K sold.

HMS Capital Management first reported a position in JEF in Q3 2021 and held it in 14 quarters. The position peaked at $787K in Q4 2024. 564 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

  • HMS Capital Management reported no remaining Jefferies Financial Group position as of Q1 2025 after selling out during the quarter.
  • HMS Capital Management sold 10,033 Jefferies Financial Group shares in Q1 2025, an estimated $787K.
  • HMS Capital Management first reported a position in Jefferies Financial Group in Q3 2021 and held it in 14 quarters.
  • HMS Capital Management's Jefferies Financial Group position peaked at $787K in Q4 2024.
  • 564 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2025.

Based on HMS Capital Management's 13F filing for Q1 2025, filed 14 May 2025.