JG
SOFI icon

Jefferies Group’s SoFi Technologies SOFI Stock Holding History

Jefferies Group’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$207K Buy
42,500
+23,108
+119% +$146K ﹤0.01% 1357
2022
Q2 		$102K Buy
+19,392
New +$131K ﹤0.01% 1350
2022
Q1 		– Sell
-318,300
Closed -$3.66M – 1913
2021
Q4 		$5.03M Buy
+318,300
New +$5.84M 0.03% 452

Other funds holding SOFI

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
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

Jefferies Group's SOFI Position: Q3 2022 in Review

Jefferies Group increased its SoFi Technologies (SOFI) stake by 119% in Q3 2022, buying an estimated $146K and bringing the position to 42,500 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Jefferies Group first reported a position in SOFI in Q4 2021 and has held it in 3 quarters since. The position peaked at $5.03M in Q4 2021. 492 funds tracked by Wall St. Rank hold SOFI as of Q3 2022.

  • Jefferies Group held 42,500 shares of SoFi Technologies worth $207K as of Q3 2022.
  • Jefferies Group bought 23,108 SoFi Technologies shares in Q3 2022, an estimated $146K.
  • SoFi Technologies made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1357 holding.
  • Jefferies Group first reported a position in SoFi Technologies in Q4 2021 and has held it in 3 quarters since.
  • Jefferies Group's SoFi Technologies position peaked at $5.03M in Q4 2021.
  • 492 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2022.

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