Tortoise Investment Management’s Jefferies Financial Group JEF Stock Holding History

Tortoise Investment 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 Q4	–	Sell	-7	Closed	-$458	–	845
2025 Q3	$458	Buy	7 +3	+75%	+$183	﹤0.01%	1191
2025 Q2	$219	Buy	+4	New	+$198	﹤0.01%	1204
2016 Q1	–	Sell	-670	Closed	-$10K	–	419
2015 Q4	$10K	Hold	670	–	–	﹤0.01%	312
2015 Q3	$12K	Hold	670	–	–	﹤0.01%	282
2015 Q2	$15K	Hold	670	–	–	0.01%	286
2015 Q1	$13K	Hold	670	–	–	0.01%	279
2014 Q4	$13K	Hold	670	–	–	0.01%	305
2014 Q3	$14K	Hold	670	–	–	0.01%	281
2014 Q2	$16K	Hold	670	–	–	0.01%	289
2014 Q1	$17K	Hold	670	–	–	0.01%	240
2013 Q4	$17K	Hold	670	–	–	0.01%	227
2013 Q3	$16K	Hold	670	–	–	0.01%	212
2013 Q2	$16K	Buy	+670	New	+$17.6K	0.01%	201

Other funds holding JEF

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return