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LMR Partners’s Jefferies Financial Group JEF Stock Holding History

LMR 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
-35,424
Closed -$2.78M – 1512
2024
Q4 		$2.78M Buy
35,424
+27,624
+354% +$1.99M 0.02% 517
2024
Q3 		$480K Buy
+7,800
New +$443K ﹤0.01% 842
2020
Q4 		– Sell
-15,998
Closed -$275K – 555
2020
Q3 		$275K Sell
15,998
-143,972
-90% -$2.36M 0.01% 319
2020
Q2 		$2.38M Buy
+159,970
New +$2.14M 0.06% 223
2019
Q4 		– Sell
-13,607
Closed -$239K – 480
2019
Q3 		$239K Sell
13,607
-926
-6% -$16.5K 0.01% 337
2019
Q2 		$250K Hold
14,533
– – 0.01% 352
2019
Q1 		$244K Hold
14,533
– – 0.01% 328
2018
Q4 		$226K Hold
14,533
– – 0.01% 324
2018
Q3 		$286K Sell
14,533
-741
-5% -$15.4K 0.02% 262
2018
Q2 		$311K Buy
+15,274
New +$320K 0.02% 345
2017
Q4 		– Sell
-11,375
Closed -$257K – 367
2017
Q3 		$257K Sell
11,375
-44,800
-80% -$1M 0.03% 243
2017
Q2 		$1.32M Buy
+56,175
New +$1.28M 0.08% 252
2017
Q1 		– Sell
-11,858
Closed -$247K – 420
2016
Q4 		$247K Sell
11,858
-13,773
-54% -$257K 0.04% 298
2016
Q3 		$436K Buy
+25,631
New +$425K 0.04% 276
2015
Q3 		– Sell
-16,545
Closed -$360K – 409
2015
Q2 		$360K Buy
+16,545
New +$353K 0.04% 347

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LMR Partners's JEF Position: Q1 2025 in Review

LMR Partners sold out of Jefferies Financial Group (JEF) in Q1 2025, closing a stake of 35,424 shares — an estimated $2.78M sold.

LMR Partners first reported a position in JEF in Q2 2015 and held it in 15 quarters. The position peaked at $2.78M in Q4 2024. 563 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

  • LMR Partners reported no remaining Jefferies Financial Group position as of Q1 2025 after selling out during the quarter.
  • LMR Partners sold 35,424 Jefferies Financial Group shares in Q1 2025, an estimated $2.78M.
  • LMR Partners first reported a position in Jefferies Financial Group in Q2 2015 and held it in 15 quarters.
  • LMR Partners's Jefferies Financial Group position peaked at $2.78M in Q4 2024.
  • 563 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2025.

Based on LMR Partners's 13F filing for Q1 2025, filed 15 May 2025.