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Jefferies Group’s Peabody Energy BTU Stock Holding History

Jefferies Group’s Portfolio BTU Stock Details BTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.24M Sell
50,000
-2,800
-5% -$62.9K 0.01% 755
2022
Q2 		$1.13M Buy
+52,800
New +$1.3M 0.01% 761
2018
Q1 		– Sell
-25,000
Closed -$984K – 2269
2017
Q4 		$984K Buy
+25,000
New +$812K ﹤0.01% 1377
2017
Q3 		– Sell
-95,000
Closed -$2.32M – 2347
2017
Q2 		$2.32M Buy
+95,000
New +$2.35M 0.02% 877

Other funds holding BTU

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Jefferies Group's BTU Position: Q3 2022 in Review

Jefferies Group reduced its Peabody Energy (BTU) stake by 67% in Q3 2022, selling an estimated $3.79M and leaving 82,860 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #598.

Jefferies Group first reported a position in BTU in Q2 2019 and has held it in 3 quarters since. The position peaked at $5.37M in Q2 2022. 250 funds tracked by Wall St. Rank hold BTU as of Q3 2022.

  • Jefferies Group held 82,860 shares of Peabody Energy worth $2.06M as of Q3 2022.
  • Jefferies Group sold 168,840 Peabody Energy shares in Q3 2022, an estimated $3.79M.
  • Peabody Energy made up 0.02% of Jefferies Group's portfolio in Q3 2022, its #598 holding.
  • Jefferies Group first reported a position in Peabody Energy in Q2 2019 and has held it in 3 quarters since.
  • Jefferies Group's Peabody Energy position peaked at $5.37M in Q2 2022.
  • 250 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2022.

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