JG
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Jefferies Group’s AES AES Stock Holding History

Jefferies Group’s Portfolio AES Stock Details AES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-28,000
Closed -$400K – 2033
2014
Q1 		$400K Sell
28,000
-172,000
-86% -$2.43M ﹤0.01% 1387
2013
Q4 		$2.9M Buy
+200,000
New +$2.85M 0.02% 455

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Group's AES Position: Q3 2022 in Review

Jefferies Group increased its AES (AES) stake by 107% in Q3 2022, buying an estimated $536K and bringing the position to 43,786 shares worth $990K. The position accounts for 0.01% of the portfolio, ranked #815.

Jefferies Group first reported a position in AES in Q2 2013 and has held it in 32 quarters since. The position peaked at $5.14M in Q2 2021. 632 funds tracked by Wall St. Rank hold AES as of Q3 2022.

  • Jefferies Group held 43,786 shares of AES worth $990K as of Q3 2022.
  • Jefferies Group bought 22,593 AES shares in Q3 2022, an estimated $536K.
  • AES made up 0.01% of Jefferies Group's portfolio in Q3 2022, its #815 holding.
  • Jefferies Group first reported a position in AES in Q2 2013 and has held it in 32 quarters since.
  • Jefferies Group's AES position peaked at $5.14M in Q2 2021.
  • 632 funds tracked by Wall St. Rank held AES as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.