IP
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Interval Partners’s Jefferies Financial Group JEF Stock Holding History

Interval Partners’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
Q4 		– Sell
-74,094
Closed -$4.85M – 414
2025
Q3 		$4.85M Buy
+74,094
New +$4.52M 0.1% 228
2025
Q2 		– Hold
0
– – – 450
2025
Q1 		– Hold
0
– – – 450
2024
Q4 		– Hold
0
– – – 433
2024
Q3 		– Sell
-113,471
Closed -$6.44M – 423
2024
Q2 		$5.65M Sell
113,471
-124,800
-52% -$5.6M 0.17% 174
2024
Q1 		$10.5M Sell
238,271
-55,368
-19% -$2.31M 0.4% 100
2023
Q4 		$11.9M Buy
293,639
+183,711
+167% +$6.5M 0.52% 85
2023
Q3 		$4.03M Buy
+109,928
New +$3.94M 0.17% 168
2022
Q4 		– Sell
-123,552
Closed -$3.48M – 289
2022
Q3 		$3.48M Buy
123,552
+10,460
+9% +$317K 0.21% 153
2022
Q2 		$2.99M Buy
113,092
+30,311
+37% +$896K 0.21% 149
2022
Q1 		$2.6M Buy
+82,781
New +$2.81M 0.2% 181
2018
Q4 		– Sell
-64,235
Closed -$1.26M – 232
2018
Q3 		$1.26M Buy
+64,235
New +$1.34M 0.09% 169

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SMFG
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Allspring Global Investments
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AllianceBernstein
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State Street
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MMLI
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Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return