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Madison Investment Holdings’s Jefferies Financial Group JEF Stock Holding History

Madison Investment Holdings’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
2014
Q1 		– Sell
-1,049,404
Closed -$26.6M – 235
2013
Q4 		$26.6M Sell
1,049,404
-37,070
-3% -$938K 0.52% 80
2013
Q3 		$26.5M Sell
1,086,474
-53,032
-5% -$1.27M 0.56% 73
2013
Q2 		$26.7M Buy
+1,139,506
New +$29.9M 0.58% 67

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Madison Investment Holdings's JEF Position: Q1 2014 in Review

Madison Investment Holdings sold out of Jefferies Financial Group (JEF) in Q1 2014, closing a stake of 1,049,404 shares — an estimated $26.6M sold.

Madison Investment Holdings first reported a position in JEF in Q2 2013 and held it in 3 quarters. The position peaked at $26.7M in Q2 2013. 422 funds tracked by Wall St. Rank hold JEF as of Q1 2014.

  • Madison Investment Holdings reported no remaining Jefferies Financial Group position as of Q1 2014 after selling out during the quarter.
  • Madison Investment Holdings sold 1,049,404 Jefferies Financial Group shares in Q1 2014, an estimated $26.6M.
  • Madison Investment Holdings first reported a position in Jefferies Financial Group in Q2 2013 and held it in 3 quarters.
  • Madison Investment Holdings's Jefferies Financial Group position peaked at $26.7M in Q2 2013.
  • 422 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2014.

Based on Madison Investment Holdings's 13F filing for Q1 2014, filed 6 May 2014.