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Jefferies Group’s MSCI MSCI Stock Holding History

Jefferies Group’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-6,100
Closed -$1.76M – 1797
2020
Q1 		$1.76M Buy
6,100
+4,900
+408% +$1.39M 0.02% 738
2019
Q4 		$310K Buy
+1,200
New +$293K ﹤0.01% 2055

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Jefferies Group's MSCI Position: Q3 2022 in Review

Jefferies Group opened a new position in MSCI (MSCI) in Q3 2022: 2,264 shares worth $955K. The stake represents 0.01% of the portfolio and ranks #823 among its holdings. This is a return to the name: Jefferies Group previously reported a position in MSCI as recently as Q1 2022.

Jefferies Group first reported a position in MSCI in Q2 2013 and has held it in 31 quarters since. The position peaked at $3.56M in Q4 2017. 740 funds tracked by Wall St. Rank hold MSCI as of Q3 2022.

  • Jefferies Group held 2,264 shares of MSCI worth $955K as of Q3 2022.
  • MSCI was a new Jefferies Group position in Q3 2022.
  • MSCI made up 0.01% of Jefferies Group's portfolio in Q3 2022, its #823 holding.
  • Jefferies Group first reported a position in MSCI in Q2 2013 and has held it in 31 quarters since.
  • Jefferies Group's MSCI position peaked at $3.56M in Q4 2017.
  • 740 funds tracked by Wall St. Rank held MSCI as of Q3 2022.

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