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Jefferies Group’s Ameriprise Financial AMP Stock Holding History

Jefferies Group’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$3.11M Buy
+12,343
New +$3.25M 0.03% 469
2020
Q1 		– Sell
-4,684
Closed -$780K – 2022
2019
Q4 		$780K Buy
+4,684
New +$726K 0.01% 1590
2019
Q3 		– Sell
-8,793
Closed -$1.23M – 2679
2019
Q2 		$1.28M Buy
8,793
+6,893
+363% +$996K 0.01% 1162
2019
Q1 		$243K Sell
1,900
-28,220
-94% -$3.5M ﹤0.01% 1873
2018
Q4 		$3.14M Buy
+30,120
New +$3.78M 0.03% 622
2018
Q3 		– Sell
-3,459
Closed -$484K – 2365
2018
Q2 		$484K Sell
3,459
-40,984
-92% -$5.81M ﹤0.01% 1615
2018
Q1 		$6.58M Buy
44,443
+39,174
+743% +$6.39M 0.04% 372
2017
Q4 		$893K Sell
5,269
-4,144
-44% -$664K ﹤0.01% 1427
2017
Q3 		$1.4M Sell
9,413
-24,054
-72% -$3.36M 0.01% 1124
2017
Q2 		$4.26M Buy
+33,467
New +$4.25M 0.03% 609
2017
Q1 		– Sell
-12,126
Closed -$1.34M – 2296
2016
Q4 		$1.34M Buy
+12,126
New +$1.28M 0.01% 1112
2016
Q3 		– Sell
-7,247
Closed -$651K – 2205
2016
Q2 		$651K Buy
7,247
+1,922
+36% +$186K ﹤0.01% 1311
2016
Q1 		$501K Sell
5,325
-26,953
-84% -$2.42M ﹤0.01% 1466
2015
Q4 		$3.44M Buy
32,278
+26,869
+497% +$3M 0.02% 621
2015
Q3 		$591K Buy
5,409
+5,159
+2,064% +$609K ﹤0.01% 1438
2015
Q2 		$31K Sell
250
-3,630
-94% -$463K ﹤0.01% 2549
2015
Q1 		$508K Sell
3,880
-6,013
-61% -$792K ﹤0.01% 1373
2014
Q4 		$1.31M Buy
+9,893
New +$1.25M 0.01% 871
2014
Q2 		– Sell
-25,980
Closed -$2.86M – 2048
2014
Q1 		$2.86M Buy
25,980
+23,883
+1,139% +$2.61M 0.03% 483
2013
Q4 		$241K Sell
2,097
-6,625
-76% -$684K ﹤0.01% 1490
2013
Q3 		$794K Sell
8,722
-5,157
-37% -$455K 0.01% 1012
2013
Q2 		$1.12M Buy
+13,879
New +$1.08M 0.01% 719

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Jefferies Group's AMP Position: Q3 2022 in Review

Jefferies Group opened a new position in Ameriprise Financial (AMP) in Q3 2022: 12,343 shares worth $3.11M. The stake represents 0.03% of the portfolio and ranks #469 among its holdings. This is a return to the name: Jefferies Group previously reported a position in AMP as recently as Q4 2019.

Jefferies Group first reported a position in AMP in Q2 2013 and has held it in 22 quarters since. The position peaked at $6.58M in Q1 2018. 941 funds tracked by Wall St. Rank hold AMP as of Q3 2022.

  • Jefferies Group held 12,343 shares of Ameriprise Financial worth $3.11M as of Q3 2022.
  • Ameriprise Financial was a new Jefferies Group position in Q3 2022.
  • Ameriprise Financial made up 0.03% of Jefferies Group's portfolio in Q3 2022, its #469 holding.
  • Jefferies Group first reported a position in Ameriprise Financial in Q2 2013 and has held it in 22 quarters since.
  • Jefferies Group's Ameriprise Financial position peaked at $6.58M in Q1 2018.
  • 941 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2022.

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