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MQS Management’s Jefferies Financial Group JEF Stock Holding History

MQS 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
Q4 		– Sell
-4,159
Closed -$256K – 203
2024
Q3 		$256K Buy
+4,159
New +$236K 0.14% 302
2024
Q1 		– Sell
-18,445
Closed -$745K – 575
2023
Q4 		$745K Buy
+18,445
New +$652K 0.41% 43
2022
Q4 		– Sell
-8,603
Closed -$243K – 482
2022
Q3 		$243K Buy
+8,603
New +$260K 0.16% 298

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $5.27B AUM 2.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

MQS Management's JEF Position: Q4 2024 in Review

MQS Management sold out of Jefferies Financial Group (JEF) in Q4 2024, closing a stake of 4,159 shares — an estimated $256K sold.

MQS Management first reported a position in JEF in Q3 2022 and held it in 3 quarters. The position peaked at $745K in Q4 2023. 586 funds tracked by Wall St. Rank hold JEF as of Q4 2024.

  • MQS Management reported no remaining Jefferies Financial Group position as of Q4 2024 after selling out during the quarter.
  • MQS Management sold 4,159 Jefferies Financial Group shares in Q4 2024, an estimated $256K.
  • MQS Management first reported a position in Jefferies Financial Group in Q3 2022 and held it in 3 quarters.
  • MQS Management's Jefferies Financial Group position peaked at $745K in Q4 2023.
  • 586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2024.

Based on MQS Management's 13F filing for Q4 2024, filed 7 Feb 2025.