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Longfellow Investment Management’s Jefferies Financial Group JEF Stock Holding History

Longfellow Investment Management’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
Q3 		– Sell
-7,840
Closed -$429K – 283
2025
Q2 		$429K Hold
7,840
– – 0.11% 118
2025
Q1 		$420K Buy
+7,840
New +$532K 0.1% 112
2021
Q4 		– Sell
-2,225
Closed -$79K – 408
2021
Q3 		$79K Hold
2,225
– – 0.01% 281
2021
Q2 		$73K Sell
2,225
-1,366
-38% -$41.7K 0.01% 295
2021
Q1 		$104K Hold
3,591
– – 0.01% 356
2020
Q4 		$85K Buy
+3,591
New +$75.4K 0.01% 330

Other funds holding JEF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return