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
2020 Q1	–	Sell	-5,400	Closed	-$900K	–	2021
2019 Q4	$900K	Sell	5,400 -1,800	-25%	-$279K	0.01%	1523
2019 Q3	$1.06M	Buy	+7,200	New	+$1.01M	0.01%	1478
2018 Q2	–	Sell	-4,200	Closed	-$621K	–	2286
2018 Q1	$621K	Buy	+4,200	New	+$685K	﹤0.01%	1400
2016 Q3	–	Sell	-30,900	Closed	-$2.78M	–	2204
2016 Q2	$2.78M	Buy	30,900 +18,500	+149%	+$1.79M	0.01%	724
2016 Q1	$1.17M	Buy	+12,400	New	+$1.11M	0.01%	1074

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.