M&R Capital Management’s Jefferies Financial Group JEF Stock Holding History

M&R Capital 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
2024 Q3	$185	Hold	3	–	–	﹤0.01%	572
2024 Q2	$149	Hold	3	–	–	﹤0.01%	539
2024 Q1	$132	Hold	3	–	–	﹤0.01%	543
2023 Q4	$121	Hold	3	–	–	﹤0.01%	631
2023 Q3	$110	Hold	3	–	–	﹤0.01%	616
2023 Q2	$99	Hold	3	–	–	﹤0.01%	614
2023 Q1	$95	Hold	3	–	–	﹤0.01%	606
2022 Q4	$102	Hold	3	–	–	﹤0.01%	601
2022 Q3	$0	Hold	3	–	–	﹤0.01%	443
2022 Q2	$0	Hold	3	–	–	﹤0.01%	439
2022 Q1	$0	Hold	3	–	–	﹤0.01%	438
2021 Q4	$0	Hold	3	–	–	﹤0.01%	420
2021 Q3	$0	Hold	3	–	–	﹤0.01%	420
2021 Q2	$0	Hold	3	–	–	﹤0.01%	424
2021 Q1	$0	Hold	3	–	–	﹤0.01%	425
2020 Q4	$0	Hold	3	–	–	﹤0.01%	449
2020 Q3	$0	Hold	3	–	–	﹤0.01%	465
2020 Q2	$0	Hold	3	–	–	﹤0.01%	475
2020 Q1	$0	Hold	3	–	–	﹤0.01%	479
2019 Q4	$0	Hold	3	–	–	﹤0.01%	496
2019 Q3	$0	Hold	3	–	–	﹤0.01%	499
2019 Q2	$0	Hold	3	–	–	﹤0.01%	502
2019 Q1	$0	Hold	3	–	–	﹤0.01%	509
2018 Q4	$0	Hold	3	–	–	﹤0.01%	520
2018 Q3	$0	Hold	3	–	–	﹤0.01%	535
2018 Q2	$0	Hold	3	–	–	﹤0.01%	523
2018 Q1	$0	Hold	3	–	–	﹤0.01%	536
2017 Q4	$0	Hold	3	–	–	﹤0.01%	547
2017 Q3	$0	Hold	3	–	–	﹤0.01%	553
2017 Q2	$0	Sell	3 -335	-99%	-$7.63K	﹤0.01%	556
2017 Q1	$7K	Hold	338	–	–	﹤0.01%	470
2016 Q4	$7K	Hold	338	–	–	﹤0.01%	462
2016 Q3	$5K	Sell	338 -447	-57%	-$7.41K	﹤0.01%	471
2016 Q2	$12K	Buy	+785	New	+$12K	﹤0.01%	413

Other funds holding JEF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

M&R Capital Management's JEF Position: Q3 2024 in Review

M&R Capital Management held its Jefferies Financial Group (JEF) position steady in Q3 2024 at 3 shares worth $185. The position accounts for ﹤0.01% of the portfolio, ranked #572.

M&R Capital Management first reported a position in JEF in Q2 2016 and has held it in 34 quarters since. The position peaked at $12K in Q2 2016. 534 funds tracked by Wall St. Rank hold JEF as of Q3 2024.

M&R Capital Management held 3 shares of Jefferies Financial Group worth $185 as of Q3 2024.
M&R Capital Management left its Jefferies Financial Group share count unchanged in Q3 2024.
Jefferies Financial Group made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #572 holding.
M&R Capital Management first reported a position in Jefferies Financial Group in Q2 2016 and has held it in 34 quarters since.
M&R Capital Management's Jefferies Financial Group position peaked at $12K in Q2 2016.
534 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.