Ron Baron JEF Holdings History

Number of Shares
2.14 Mil
Current Holdings Value*
$107.04 Mil
% of Portfolio
0.16%
Total Estimate Gain
$28.09 Mil
% of Total Estimate Gain
15.35%

Ron Baron's Jefferies Financial Group Inc Holding Summary

As of 2026-06-30, Baron Funds held 2.14 Mil shares of Jefferies Financial Group Inc(JEF), totaling $107.04 Mil. This investment constitutes 0.16% of their stock portfolio, and Baron Funds now holds 0.93% of the outstanding Jefferies Financial Group Inc(JEF) stock.

The initial trade took place in 2009Q1. And since then Ron Baron has made 10 purchases of JEF, at an average price of $28.61, for a total of 6.40 Mil shares. In addition, there have been 17 sales at an average price of $23.46 for 4.25 Mil shares. Based on historical transaction data and JEF's current price of $51.96, Ron Baron's estimated gain on his JEF holdings is $28.09 Mil, reflecting a 15.35% gain to date.

Ron Baron JEF ($51.96) Holding Chart

Ron Baron JEF ($51.96) 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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