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Investors Research Corp’s Jefferies Financial Group JEF Stock Holding History

Investors Research Corp’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
Q3 		– Sell
-31,237
Closed -$1.55M – 1015
2024
Q2 		$1.55M Sell
31,237
-9,475
-23% -$425K 0.36% 52
2024
Q1 		$1.8M Sell
40,712
-860
-2% -$35.8K 0.42% 46
2023
Q4 		$1.68M Sell
41,572
-1,024
-2% -$36.2K 0.41% 50
2023
Q3 		$1.56M Buy
42,596
+300
+0.7% +$10.7K 0.41% 49
2023
Q2 		$1.4M Sell
42,296
-400
-0.9% -$12.5K 0.35% 59
2023
Q1 		$1.36M Sell
42,696
-2,853
-6% -$103K 0.35% 61
2022
Q4 		$1.49M Sell
45,549
-314
-0.7% -$10.4K 0.4% 50
2022
Q3 		$1.29M Sell
45,863
-314
-0.7% -$9.5K 0.4% 51
2022
Q2 		$1.22M Hold
46,177
– – 0.37% 61
2022
Q1 		$1.45M Sell
46,177
-157
-0.3% -$5.33K 0.41% 56
2021
Q4 		$1.72M Sell
46,334
-157
-0.3% -$6.05K 0.52% 45
2021
Q3 		$1.65M Hold
46,491
– – 0.56% 45
2021
Q2 		$1.52M Hold
46,491
– – 0.53% 52
2021
Q1 		$1.34M Sell
46,491
-575
-1% -$15.7K 0.5% 45
2020
Q4 		$1.11M Sell
47,066
-1,072
-2% -$22.5K 0.44% 49
2020
Q3 		$828K Sell
48,138
-418
-0.9% -$6.84K 0.4% 65
2020
Q2 		$722K Sell
48,556
-837
-2% -$11.2K 0.36% 84
2020
Q1 		$646K Sell
49,393
-1,513
-3% -$28.9K 0.4% 62
2019
Q4 		$1.04M Hold
50,906
– – 0.48% 45
2019
Q3 		$895K Sell
50,906
-3,796
-7% -$67.6K 0.45% 54
2019
Q2 		$942K Buy
54,702
+1,122
+2% +$19.2K 0.49% 47
2019
Q1 		$901K Sell
53,580
-447
-0.8% -$7.89K 0.48% 51
2018
Q4 		$840K Buy
54,027
+559
+1% +$10.2K 0.59% 42
2018
Q3 		$1.05M Sell
53,468
-1,772
-3% -$36.9K 0.6% 33
2018
Q2 		$1.12M Sell
55,240
-764
-1% -$16K 0.65% 22
2018
Q1 		$1.14M Sell
56,004
-838
-1% -$19K 0.69% 24
2017
Q4 		$1.35M Buy
+56,842
New +$1.31M 0.83% 8

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Investors Research Corp's JEF Position: Q3 2024 in Review

Investors Research Corp sold out of Jefferies Financial Group (JEF) in Q3 2024, closing a stake of 31,237 shares — an estimated $1.55M sold.

Investors Research Corp first reported a position in JEF in Q4 2017 and held it in 27 quarters. The position peaked at $1.8M in Q1 2024. 534 funds tracked by Wall St. Rank hold JEF as of Q3 2024.

  • Investors Research Corp reported no remaining Jefferies Financial Group position as of Q3 2024 after selling out during the quarter.
  • Investors Research Corp sold 31,237 Jefferies Financial Group shares in Q3 2024, an estimated $1.55M.
  • Investors Research Corp first reported a position in Jefferies Financial Group in Q4 2017 and held it in 27 quarters.
  • Investors Research Corp's Jefferies Financial Group position peaked at $1.8M in Q1 2024.
  • 534 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2024.

Based on Investors Research Corp's 13F filing for Q3 2024, filed 12 Nov 2024.