Number of Shares
87,485.00
Current Holdings Value*
$4.69 Mil
% of Portfolio
3.16%
Total Estimate Gain
$1.88 Mil
% of Total Estimate Gain
25.32%

Ervin Investment Management, LLC's Jefferies Financial Group Inc Holding Summary

As of 2025-03-31, Ervin Investment Management, LLC held 87,485.00 shares of Jefferies Financial Group Inc(JEF), totaling $4.69 Mil. This investment constitutes 3.16% of their stock portfolio, and Ervin Investment Management, LLC now holds 0.04% of the outstanding Jefferies Financial Group Inc(JEF) stock.

The initial trade took place in 2021Q4. And since then Ervin Investment Management, LLC has made 8 purchases of JEF, at an average price of $49.43, for a total of 150,160.00 shares. In addition, there have been 5 sales at an average price of $70.64 for 62,675.00 shares. Based on historical transaction data and JEF's current price of $55.73, Ervin Investment Management, LLC's estimated gain on his JEF holdings is $1.88 Mil, reflecting a 25.32% gain to date.

Ervin Investment Management, LLC JEF ($55.73) Holding Chart

Ervin Investment Management, LLC JEF ($55.73) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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