JG
FULT icon

Jefferies Group’s Fulton Financial FULT Stock Holding History

Jefferies Group’s Portfolio FULT Stock Details FULT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$172K Buy
+10,904
New +$176K ﹤0.01% 1390
2022
Q1 		– Sell
-10,851
Closed -$184K – 1668
2021
Q4 		$184K Buy
+10,851
New +$179K ﹤0.01% 1412
2020
Q1 		– Sell
-65,321
Closed -$1.14M – 2247
2019
Q4 		$1.14M Sell
65,321
-43,863
-40% -$745K 0.01% 1386
2019
Q3 		$1.77M Buy
109,184
+95,104
+675% +$1.55M 0.01% 1169
2019
Q2 		$230K Buy
+14,080
New +$232K ﹤0.01% 2054
2018
Q1 		– Sell
-11,238
Closed -$201K – 2404
2017
Q4 		$201K Sell
11,238
-17,640
-61% -$324K ﹤0.01% 2215
2017
Q3 		$541K Buy
+28,878
New +$519K ﹤0.01% 1595
2016
Q4 		– Sell
-11,330
Closed -$165K – 2300
2016
Q3 		$165K Sell
11,330
-7,856
-41% -$110K ﹤0.01% 1979
2016
Q2 		$259K Buy
+19,186
New +$263K ﹤0.01% 1711
2016
Q1 		– Sell
-38,951
Closed -$507K – 2347
2015
Q4 		$507K Buy
38,951
+20,951
+116% +$281K ﹤0.01% 1529
2015
Q3 		$218K Sell
18,000
-10,274
-36% -$129K ﹤0.01% 1898
2015
Q2 		$369K Buy
28,274
+4,201
+17% +$53.3K ﹤0.01% 1698
2015
Q1 		$297K Sell
24,073
-995
-4% -$11.9K ﹤0.01% 1606
2014
Q4 		$310K Buy
+25,068
New +$295K ﹤0.01% 1529
2014
Q3 		– Sell
-24,531
Closed -$304K – 2228
2014
Q2 		$304K Buy
24,531
+1,942
+9% +$23.7K ﹤0.01% 1527
2014
Q1 		$284K Sell
22,589
-3,102
-12% -$39.1K ﹤0.01% 1547
2013
Q4 		$336K Buy
+25,691
New +$321K ﹤0.01% 1330

Other funds holding FULT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Jefferies Group's FULT Position: Q3 2022 in Review

Jefferies Group opened a new position in Fulton Financial (FULT) in Q3 2022: 10,904 shares worth $172K. The stake represents ﹤0.01% of the portfolio and ranks #1390 among its holdings. This is a return to the name: Jefferies Group previously reported a position in FULT as recently as Q4 2021.

Jefferies Group first reported a position in FULT in Q4 2013 and has held it in 17 quarters since. The position peaked at $1.77M in Q3 2019. 264 funds tracked by Wall St. Rank hold FULT as of Q3 2022.

  • Jefferies Group held 10,904 shares of Fulton Financial worth $172K as of Q3 2022.
  • Fulton Financial was a new Jefferies Group position in Q3 2022.
  • Fulton Financial made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1390 holding.
  • Jefferies Group first reported a position in Fulton Financial in Q4 2013 and has held it in 17 quarters since.
  • Jefferies Group's Fulton Financial position peaked at $1.77M in Q3 2019.
  • 264 funds tracked by Wall St. Rank held Fulton Financial as of Q3 2022.

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