New England Research & Management’s JEFFERIES GROUP INC(NEW) JEF Stock Holding History

New England Research & 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
2025 Q1	–	Sell	-4,150	Closed	-$325K	–	167
2024 Q4	$325K	Buy	+4,150	New	+$325K	0.17%	122

Other funds holding JEF

WOC

West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

New England Research & Management's JEF Position: Q1 2025 in Review

New England Research & Management sold out of JEFFERIES GROUP INC(NEW) (JEF) in Q1 2025, closing a stake of 4,150 shares — an estimated $325K sold.

New England Research & Management first reported a position in JEF in Q4 2024 and held it in 1 quarter. The position peaked at $325K in Q4 2024. 3 funds tracked by Wall St. Rank hold JEF as of Q1 2025.

New England Research & Management reported no remaining JEFFERIES GROUP INC(NEW) position as of Q1 2025 after selling out during the quarter.
New England Research & Management sold 4,150 JEFFERIES GROUP INC(NEW) shares in Q1 2025, an estimated $325K.
New England Research & Management first reported a position in JEFFERIES GROUP INC(NEW) in Q4 2024 and held it in 1 quarter.
New England Research & Management's JEFFERIES GROUP INC(NEW) position peaked at $325K in Q4 2024.
3 funds tracked by Wall St. Rank held JEFFERIES GROUP INC(NEW) as of Q1 2025.

Based on New England Research & Management's 13F filing for Q1 2025, filed 16 Apr 2025.