JFG
MTRX icon

Jefferies Financial Group’s Matrix Service MTRX Stock Holding History

Jefferies Financial Group’s Portfolio MTRX Stock Details MTRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,200
Closed -$250K – 1728
2024
Q1 		$250K Sell
19,200
-91
-0.5% -$1.02K ﹤0.01% 1273
2023
Q4 		$189K Buy
19,291
+91
+0.5% +$988 ﹤0.01% 1487
2023
Q3 		$227K Buy
+19,200
New +$146K ﹤0.01% 1310
2023
Q2 		– Sell
-11,405
Closed -$61.6K – 1899
2023
Q1 		$61.6K Buy
+11,405
New +$79.2K ﹤0.01% 1474

Other funds holding MTRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $542M AUM 48.48% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Jefferies Financial Group's MTRX Position: Q2 2024 in Review

Jefferies Financial Group sold out of Matrix Service (MTRX) in Q2 2024, closing a stake of 19,200 shares — an estimated $250K sold.

Jefferies Financial Group first reported a position in MTRX in Q1 2023 and held it in 4 quarters. The position peaked at $250K in Q1 2024. 112 funds tracked by Wall St. Rank hold MTRX as of Q2 2024.

  • Jefferies Financial Group reported no remaining Matrix Service position as of Q2 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 19,200 Matrix Service shares in Q2 2024, an estimated $250K.
  • Jefferies Financial Group first reported a position in Matrix Service in Q1 2023 and held it in 4 quarters.
  • Jefferies Financial Group's Matrix Service position peaked at $250K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held Matrix Service as of Q2 2024.

Based on Jefferies Financial Group's 13F filing for Q2 2024, filed 13 Aug 2024.