Jefferies Group’s Simmons First National SFNC Stock Holding History

Jefferies Group’s Portfolio SFNC Stock Details SFNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$283K	Buy	+12,987	New	+$300K	﹤0.01%	1251
2022 Q1	–	Sell	-8,445	Closed	-$250K	–	1903
2021 Q4	$250K	Buy	8,445 +199	+2%	+$6.04K	﹤0.01%	1341
2021 Q3	$244K	Buy	+8,246	New	+$233K	﹤0.01%	1415
2019 Q4	–	Sell	-9,138	Closed	-$228K	–	2938
2019 Q3	$228K	Buy	+9,138	New	+$224K	﹤0.01%	2299
2018 Q1	–	Sell	-12,200	Closed	-$348K	–	2650
2017 Q4	$348K	Buy	+12,200	New	+$350K	﹤0.01%	1937
2016 Q1	–	Sell	-14,980	Closed	-$385K	–	2520
2015 Q4	$385K	Buy	+14,980	New	+$394K	﹤0.01%	1666

Other funds holding SFNC

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

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

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

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

Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Jefferies Group's SFNC Position: Q3 2022 in Review

Jefferies Group opened a new position in Simmons First National (SFNC) in Q3 2022: 12,987 shares worth $283K. The stake represents ﹤0.01% of the portfolio and ranks #1251 among its holdings. This is a return to the name: Jefferies Group previously reported a position in SFNC as recently as Q4 2021.

Jefferies Group first reported a position in SFNC in Q4 2015 and has held it in 6 quarters since. The position peaked at $385K in Q4 2015. 244 funds tracked by Wall St. Rank hold SFNC as of Q3 2022.

Jefferies Group held 12,987 shares of Simmons First National worth $283K as of Q3 2022.
Simmons First National was a new Jefferies Group position in Q3 2022.
Simmons First National made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1251 holding.
Jefferies Group first reported a position in Simmons First National in Q4 2015 and has held it in 6 quarters since.
Jefferies Group's Simmons First National position peaked at $385K in Q4 2015.
244 funds tracked by Wall St. Rank held Simmons First National as of Q3 2022.

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