Kovitz Investment Group Partners’s Jefferies Financial Group JEF Stock Holding History

Kovitz Investment Group 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 Q1	–	Sell	-3,850	Closed	-$302K	–	1277
2024 Q4	$302K	Sell	3,850 -62	-2%	-$4.46K	﹤0.01%	1043
2024 Q3	$220K	Buy	+3,912	New	+$222K	﹤0.01%	933
2019 Q3	–	Sell	-27,403	Closed	-$472K	–	362
2019 Q2	$472K	Sell	27,403 -48,447	-64%	-$831K	0.01%	311
2019 Q1	$1.28M	Sell	75,850 -43,317	-36%	-$765K	0.04%	249
2018 Q4	$1.85M	Sell	119,167 -28,973	-20%	-$530K	0.07%	152
2018 Q3	$2.91M	Sell	148,140 -624,285	-81%	-$13M	0.13%	50
2018 Q2	$15.7M	Sell	772,425 -310,771	-29%	-$6.51M	0.73%	36
2018 Q1	$22M	Sell	1,083,196 -71,306	-6%	-$1.62M	1.06%	35
2017 Q4	$27.4K	Sell	1,154,502 -657,881	-36%	-$15.2M	1.17%	33
2017 Q3	$41M	Sell	1,812,383 -353,346	-16%	-$7.92M	2.04%	24
2017 Q2	$50.7M	Sell	2,165,729 -79,597	-4%	-$1.81M	2.7%	17
2017 Q1	$52.3M	Sell	2,245,326 -100,121	-4%	-$2.24M	2.87%	13
2016 Q4	$48.8M	Sell	2,345,447 -33,475	-1%	-$625K	2.84%	14
2016 Q3	$40.5M	Sell	2,378,922 -36,164	-1%	-$599K	2.49%	16
2016 Q2	$34.4M	Sell	2,415,086 -108,657	-4%	-$1.66M	2.38%	17
2016 Q1	$36.5M	Buy	+2,523,743	New	+$35.5M	2.16%	22

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Kovitz Investment Group Partners's JEF Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of Jefferies Financial Group (JEF) in Q1 2025, closing a stake of 3,850 shares — an estimated $302K sold.

Kovitz Investment Group Partners first reported a position in JEF in Q1 2016 and held it in 16 quarters. The position peaked at $52.3M in Q1 2017. 563 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

Kovitz Investment Group Partners reported no remaining Jefferies Financial Group position as of Q1 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 3,850 Jefferies Financial Group shares in Q1 2025, an estimated $302K.
Kovitz Investment Group Partners first reported a position in Jefferies Financial Group in Q1 2016 and held it in 16 quarters.
Kovitz Investment Group Partners's Jefferies Financial Group position peaked at $52.3M in Q1 2017.
563 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.