YLHM
JEF icon

Yelin Lapidot Holdings Management’s Jefferies Financial Group JEF Stock Holding History

Yelin Lapidot Holdings 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
2026
Q1 		$357K Hold
8,652
– – 0.07% 74
2025
Q4 		$536K Hold
8,652
– – 0.11% 69
2025
Q3 		$566K Hold
8,652
– – 0.12% 68
2025
Q2 		$473K Hold
8,652
– – 0.09% 73
2025
Q1 		$463K Hold
8,652
– – 0.09% 71
2024
Q4 		$678K Hold
8,652
– – 0.12% 67
2024
Q3 		$533K Hold
8,652
– – 0.09% 68
2024
Q2 		$431K Hold
8,652
– – 0.08% 70
2024
Q1 		$382K Hold
8,652
– – 0.08% 73
2023
Q4 		$350K Hold
8,652
– – 0.08% 70
2023
Q3 		$319K Buy
+8,652
New +$310K 0.08% 71

Other funds holding JEF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return