Jefferies Group’s Morningstar MORN Stock Holding History

Jefferies Group’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-7,502	Closed	-$1.1M	–	2832
2019 Q3	$1.1M	Buy	7,502 +4,034	+116%	+$621K	0.03%	1455
2019 Q2	$502K	Buy	3,468 +1,205	+53%	+$166K	0.01%	1671
2019 Q1	$285K	Sell	2,263 -153	-6%	-$18.4K	0.01%	1818
2018 Q4	$265K	Buy	+2,416	New	+$283K	0.01%	1707
2018 Q1	–	Sell	-2,782	Closed	-$270K	–	2547
2017 Q4	$270K	Buy	+2,782	New	+$250K	﹤0.01%	2062
2017 Q2	–	Sell	-3,311	Closed	-$260K	–	2449
2017 Q1	$260K	Sell	3,311 -3,030	-48%	-$236K	0.01%	1898
2016 Q4	$466K	Buy	6,341 +1,277	+25%	+$93.9K	0.01%	1620
2016 Q3	$401K	Buy	5,064 +1,341	+36%	+$110K	0.01%	1707
2016 Q2	$304K	Sell	3,723 -2,598	-41%	-$217K	0.01%	1649
2016 Q1	$558K	Sell	6,321 -1,695	-21%	-$135K	0.02%	1414
2015 Q4	$645K	Buy	+8,016	New	+$649K	0.02%	1384
2014 Q2	–	Sell	-4,235	Closed	-$334K	–	2284
2014 Q1	$334K	Sell	4,235 -5,682	-57%	-$453K	0.01%	1485
2013 Q4	$774K	Buy	+9,917	New	+$789K	0.03%	946

Other funds holding MORN

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return