Marshall Wace’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.3M | Sell |
564,665
-113,885
| -17% | -$5.91M | 0.02% | 651 |
|
|
2025
Q4 | $42M | Sell |
678,550
-108,406
| -14% | -$6.21M | 0.04% | 390 |
|
|
2025
Q3 | $51.5M | Buy |
786,956
+142,958
| +22% | +$8.72M | 0.06% | 309 |
|
|
2025
Q2 | $35.2M | Buy |
643,998
+392,428
| +156% | +$19.4M | 0.04% | 392 |
|
|
2025
Q1 | $13.5M | Buy |
251,570
+235,050
| +1,423% | +$16M | 0.02% | 660 |
|
|
2024
Q4 | $1.3M | Buy |
+16,520
| New | +$1.19M | ﹤0.01% | 1611 |
|
|
2024
Q3 | – | Sell |
-1,947,192
| Closed | -$96.9M | – | 2760 |
|
|
2024
Q2 | $96.9M | Buy |
1,947,192
+1,529,218
| +366% | +$68.6M | 0.14% | 145 |
|
|
2024
Q1 | $18.4M | Buy |
+417,974
| New | +$17.4M | 0.03% | 534 |
|
|
2023
Q4 | – | Sell |
-28,342
| Closed | -$1.04M | – | 2418 |
|
|
2023
Q3 | $1.04M | Buy |
+28,342
| New | +$1.02M | ﹤0.01% | 1492 |
|
|
2023
Q1 | – | Sell |
-104,727
| Closed | -$3.43M | – | 2923 |
|
|
2022
Q4 | $3.43M | Buy |
104,727
+5
| +0% | +$166 | 0.01% | 1432 |
|
|
2022
Q3 | $2.95M | Buy |
+104,722
| New | +$3.17M | 0.01% | 1758 |
|
|
2022
Q2 | – | Sell |
-62,799
| Closed | -$1.97M | – | 3693 |
|
|
2022
Q1 | $1.97M | Buy |
+62,799
| New | +$2.13M | ﹤0.01% | 2072 |
|
|
2021
Q4 | – | Sell |
-55,418
| Closed | -$1.97M | – | 4129 |
|
|
2021
Q3 | $1.97M | Buy |
+55,418
| New | +$1.85M | 0.01% | 1565 |
|
|
2021
Q2 | – | Sell |
-33,469
| Closed | -$963K | – | 2873 |
|
|
2021
Q1 | $963K | Buy |
+33,469
| New | +$913K | 0.01% | 1688 |
|
|
2020
Q4 | – | Sell |
-170,690
| Closed | -$2.94M | – | 2032 |
|
|
2020
Q3 | $2.94M | Buy |
170,690
+14,481
| +9% | +$237K | 0.02% | 699 |
|
|
2020
Q2 | $2.32M | Buy |
+156,209
| New | +$2.09M | 0.02% | 733 |
|
|
2020
Q1 | – | Sell |
-8,581
| Closed | -$175K | – | 1855 |
|
|
2019
Q4 | $175K | Buy |
+8,581
| New | +$162K | ﹤0.01% | 1369 |
|
|
2019
Q3 | – | Sell |
-297,951
| Closed | -$5.13M | – | 1798 |
|
|
2019
Q2 | $5.13M | Sell |
297,951
-12,042
| -4% | -$207K | 0.04% | 471 |
|
|
2019
Q1 | $5.21M | Buy |
309,993
+4,844
| +2% | +$85.5K | 0.05% | 460 |
|
|
2018
Q4 | $4.74M | Buy |
305,149
+72,832
| +31% | +$1.33M | 0.05% | 458 |
|
|
2018
Q3 | $4.57M | Buy |
232,317
+211,622
| +1,023% | +$4.41M | 0.04% | 471 |
|
|
2018
Q2 | $421K | Buy |
+20,695
| New | +$433K | 0.01% | 597 |
|
Other funds holding JEF
SMFG
VPM
VCM
MMLI
