Jefferies Group’s iShares Semiconductor ETF SOXX Stock Holding History

Jefferies Group’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-10,800	Closed	-$1.26M	–	1916
2022 Q2	$1.26M	Buy	+10,800	New	+$1.46M	0.01%	734
2022 Q1	–	Sell	-7,200	Closed	-$1.3M	–	1915
2021 Q4	$1.3M	Buy	+7,200	New	+$1.21M	0.01%	921
2018 Q1	–	Sell	-15,000	Closed	-$849K	–	2674
2017 Q4	$849K	Buy	+15,000	New	+$853K	﹤0.01%	1464

Other funds holding SOXX

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Jefferies Group's SOXX Position: Q3 2022 in Review

Jefferies Group sold out of iShares Semiconductor ETF (SOXX) in Q3 2022, closing a stake of 10,800 shares — an estimated $1.26M sold.

Jefferies Group first reported a position in SOXX in Q4 2017 and held it in 3 quarters. The position peaked at $1.3M in Q4 2021. 415 funds tracked by Wall St. Rank hold SOXX as of Q3 2022.

Jefferies Group reported no remaining iShares Semiconductor ETF position as of Q3 2022 after selling out during the quarter.
Jefferies Group sold 10,800 iShares Semiconductor ETF shares in Q3 2022, an estimated $1.26M.
Jefferies Group first reported a position in iShares Semiconductor ETF in Q4 2017 and held it in 3 quarters.
Jefferies Group's iShares Semiconductor ETF position peaked at $1.3M in Q4 2021.
415 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2022.

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