Institutional investor · Portfolio as of Q4 2024
Jefferies Financial Group Inc. manages $9B across 1224 positions as of Q4 2024. Top holdings: GLD (7.0%), GLD (5.6%), SPY (5.5%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Active quarter - 1224 new positions, 0 exits, 0 increased. Top move: SPY (NEW, conviction 87). Portfolio: $9.0B across 1224 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile