Jefferies Group’s Southside Bancshares SBSI Stock Holding History

Jefferies Group’s Portfolio SBSI Stock Details SBSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-7,962	Closed	-$272K	–	2930
2019 Q3	$272K	Buy	7,962 +1,131	+17%	+$37.6K	﹤0.01%	2229
2019 Q2	$221K	Buy	+6,831	New	+$231K	﹤0.01%	2081
2018 Q2	–	Sell	-7,355	Closed	-$256K	–	2633
2018 Q1	$256K	Buy	+7,355	New	+$256K	﹤0.01%	1868
2015 Q3	–	Sell	-776	Closed	-$21K	–	2927
2015 Q2	$21K	Buy	+776	New	+$20K	﹤0.01%	2612

Other funds holding SBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Group's SBSI Position: Q4 2019 in Review

Jefferies Group sold out of Southside Bancshares (SBSI) in Q4 2019, closing a stake of 7,962 shares — an estimated $272K sold.

Jefferies Group first reported a position in SBSI in Q2 2015 and held it in 4 quarters. The position peaked at $272K in Q3 2019. 120 funds tracked by Wall St. Rank hold SBSI as of Q4 2019.

Jefferies Group reported no remaining Southside Bancshares position as of Q4 2019 after selling out during the quarter.
Jefferies Group sold 7,962 Southside Bancshares shares in Q4 2019, an estimated $272K.
Jefferies Group first reported a position in Southside Bancshares in Q2 2015 and held it in 4 quarters.
Jefferies Group's Southside Bancshares position peaked at $272K in Q3 2019.
120 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2019.

Based on Jefferies Group's 13F filing for Q4 2019, filed 13 Feb 2020.