Sherbrooke Park Advisers’s Jefferies Financial Group JEF Stock Holding History

Sherbrooke Park Advisers’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	-6,715	Closed	-$413K	–	967
2024 Q3	$413K	Sell	6,715 -3,297	-33%	-$187K	0.09%	399
2024 Q2	$498K	Sell	10,012 -4,784	-32%	-$215K	0.09%	408
2024 Q1	$653K	Buy	14,796 +4,026	+37%	+$168K	0.13%	278
2023 Q4	$435K	Sell	10,770 -21,126	-66%	-$747K	0.2%	194
2023 Q3	$1.17M	Buy	+31,896	New	+$1.14M	0.37%	76
2023 Q2	–	Sell	-7,600	Closed	-$241K	–	365
2023 Q1	$241K	Buy	+7,600	New	+$275K	0.36%	140

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Sherbrooke Park Advisers's JEF Position: Q4 2024 in Review

Sherbrooke Park Advisers sold out of Jefferies Financial Group (JEF) in Q4 2024, closing a stake of 6,715 shares — an estimated $413K sold.

Sherbrooke Park Advisers first reported a position in JEF in Q1 2023 and held it in 6 quarters. The position peaked at $1.17M in Q3 2023. 583 funds tracked by Wall St. Rank hold JEF as of Q4 2024.

Sherbrooke Park Advisers reported no remaining Jefferies Financial Group position as of Q4 2024 after selling out during the quarter.
Sherbrooke Park Advisers sold 6,715 Jefferies Financial Group shares in Q4 2024, an estimated $413K.
Sherbrooke Park Advisers first reported a position in Jefferies Financial Group in Q1 2023 and held it in 6 quarters.
Sherbrooke Park Advisers's Jefferies Financial Group position peaked at $1.17M in Q3 2023.
583 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.