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
Q3 		– Sell
-10,800
Closed -$591K – 452
2025
Q2 		$591K Sell
10,800
-21,100
-66% -$1.04M 0.01% 336
2025
Q1 		$1.71M Buy
31,900
+10,600
+50% +$719K 0.06% 280
2024
Q4 		$1.67M Buy
21,300
+100
+0.5% +$7.19K 0.04% 281
2024
Q3 		$1.3M Buy
+21,200
New +$1.2M 0.04% 302

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SMFG
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Allspring Global Investments
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AllianceBernstein
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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