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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
2026
Q1 		– Sell
-29,700
Closed -$1.84M – 1674
2025
Q4 		$1.84M Buy
+29,700
New +$1.7M ﹤0.01% 835

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.