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Naples Money Management’s Jefferies Financial Group JEF Stock Holding History

Naples Money 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 		$24.9K Sell
405
-240
-37% -$13.6K 0.02% 124
2024
Q2 		$32.2K Hold
645
– – 0.03% 104
2024
Q1 		$28.4K Sell
645
-75
-10% -$3.12K 0.03% 114
2023
Q4 		$29.1K Buy
+720
New +$25.5K 0.03% 117

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B 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
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Naples Money Management's JEF Position: Q3 2024 in Review

Naples Money Management reduced its Jefferies Financial Group (JEF) stake by 37% in Q3 2024, selling an estimated $13.6K and leaving 405 shares worth $24.9K. The position accounts for 0.02% of the portfolio, ranked #124.

Naples Money Management first reported a position in JEF in Q4 2023 and has held it in 4 quarters since. The position peaked at $32.2K in Q2 2024. 533 funds tracked by Wall St. Rank hold JEF as of Q3 2024.

  • Naples Money Management held 405 shares of Jefferies Financial Group worth $24.9K as of Q3 2024.
  • Naples Money Management sold 240 Jefferies Financial Group shares in Q3 2024, an estimated $13.6K.
  • Jefferies Financial Group made up 0.02% of Naples Money Management's portfolio in Q3 2024, its #124 holding.
  • Naples Money Management first reported a position in Jefferies Financial Group in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Jefferies Financial Group position peaked at $32.2K in Q2 2024.
  • 533 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.