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Occudo Quantitative Strategies’s Jefferies Financial Group JEF Stock Holding History

Occudo Quantitative Strategies’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
Q2 		– Sell
-36,965
Closed -$1.93M – 771
2025
Q1 		$1.93M Buy
+36,965
New +$2.51M 0.26% 105
2023
Q4 		– Sell
-7,263
Closed -$266K – 981
2023
Q3 		$266K Buy
+7,263
New +$260K 0.03% 711
2022
Q2 		– Sell
-13,610
Closed -$427K – 1260
2022
Q1 		$427K Buy
+13,610
New +$462K 0.04% 706

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Occudo Quantitative Strategies's JEF Position: Q2 2025 in Review

Occudo Quantitative Strategies sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 36,965 shares — an estimated $1.93M sold.

Occudo Quantitative Strategies first reported a position in JEF in Q1 2022 and held it in 3 quarters. The position peaked at $1.93M in Q1 2025. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

  • Occudo Quantitative Strategies reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 36,965 Jefferies Financial Group shares in Q2 2025, an estimated $1.93M.
  • Occudo Quantitative Strategies first reported a position in Jefferies Financial Group in Q1 2022 and held it in 3 quarters.
  • Occudo Quantitative Strategies's Jefferies Financial Group position peaked at $1.93M in Q1 2025.
  • 555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2025, filed 14 Aug 2025.