US Core Portfolio JEF Holdings History

Number of Shares
28,762.00
Current Holdings Value*
$1.54 Mil
% of Portfolio
0.45%
Total Estimate Gain
$-681,184.52
% of Total Estimate Gain
-13.20%

US Core Portfolio's Jefferies Financial Group Inc Holding Summary

As of 2025-03-31, MORGAN STANLEY INSTITUTIONAL FUND INC held 28,762.00 shares of Jefferies Financial Group Inc(JEF), totaling $1.54 Mil. This investment constitutes 0.45% of their stock portfolio, and MORGAN STANLEY INSTITUTIONAL FUND INC now holds 0.01% of the outstanding Jefferies Financial Group Inc(JEF) stock.

The initial trade took place in 2024Q4. And since then US Core Portfolio has made 1 purchases of JEF, at an average price of $72.10, for a total of 71,588.00 shares. In addition, there have been 1 sales at an average price of $67.88 for 42,826.00 shares. Based on historical transaction data and JEF's current price of $54.70, US Core Portfolio's estimated gain on his JEF holdings is $-681,184.52, reflecting a -13.20% gain to date.

US Core Portfolio JEF ($54.70) Holding Chart

US Core Portfolio JEF ($54.70) 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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