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Jefferies Group’s International Bancshares IBOC Stock Holding History

Jefferies Group’s Portfolio IBOC Stock Details IBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,897
Closed -$204K – 1799
2021
Q3 		$204K Buy
+4,897
New +$200K ﹤0.01% 1460
2020
Q1 		– Sell
-28,389
Closed -$1.22M – 2321
2019
Q4 		$1.22M Buy
+28,389
New +$1.18M 0.01% 1343
2019
Q3 		– Sell
-12,069
Closed -$455K – 2835
2019
Q2 		$455K Buy
+12,069
New +$473K ﹤0.01% 1714
2016
Q1 		– Sell
-10,676
Closed -$274K – 2384
2015
Q4 		$274K Buy
+10,676
New +$293K ﹤0.01% 1820
2015
Q3 		– Sell
-1,397
Closed -$38K – 2621
2015
Q2 		$38K Buy
+1,397
New +$37.1K ﹤0.01% 2512

Other funds holding IBOC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Jefferies Group's IBOC Position: Q4 2021 in Review

Jefferies Group sold out of International Bancshares (IBOC) in Q4 2021, closing a stake of 4,897 shares — an estimated $204K sold.

Jefferies Group first reported a position in IBOC in Q2 2015 and held it in 5 quarters. The position peaked at $1.22M in Q4 2019. 182 funds tracked by Wall St. Rank hold IBOC as of Q4 2021.

  • Jefferies Group reported no remaining International Bancshares position as of Q4 2021 after selling out during the quarter.
  • Jefferies Group sold 4,897 International Bancshares shares in Q4 2021, an estimated $204K.
  • Jefferies Group first reported a position in International Bancshares in Q2 2015 and held it in 5 quarters.
  • Jefferies Group's International Bancshares position peaked at $1.22M in Q4 2019.
  • 182 funds tracked by Wall St. Rank held International Bancshares as of Q4 2021.

Based on Jefferies Group's 13F filing for Q4 2021, filed 14 Feb 2022.