JG
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Jefferies Group’s S&P Global SPGI Stock Holding History

Jefferies Group’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,500
Closed -$858K – 1976
2020
Q1 		$858K Sell
3,500
-700
-17% -$192K 0.01% 1087
2019
Q4 		$1.15M Sell
4,200
-400
-9% -$104K 0.01% 1382
2019
Q3 		$1.13M Buy
4,600
+2,800
+156% +$700K 0.01% 1439
2019
Q2 		$410K Sell
1,800
-7,200
-80% -$1.57M ﹤0.01% 1768
2019
Q1 		$1.9M Buy
+9,000
New +$1.74M 0.02% 942
2017
Q1 		– Sell
-715,000
Closed -$76.9M – 2633
2016
Q4 		$76.9M Buy
715,000
+115,000
+19% +$13.7M 0.43% 26
2016
Q3 		$75.9M Buy
+600,000
New +$72.1M 0.39% 34

Other funds holding SPGI

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jefferies Group's SPGI Position: Q2 2022 in Review

Jefferies Group sold out of S&P Global (SPGI) in Q2 2022, closing a stake of 1,156 shares — an estimated $474K sold.

Jefferies Group first reported a position in SPGI in Q2 2016 and held it in 17 quarters. The position peaked at $11.8M in Q4 2019. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

  • Jefferies Group reported no remaining S&P Global position as of Q2 2022 after selling out during the quarter.
  • Jefferies Group sold 1,156 S&P Global shares in Q2 2022, an estimated $474K.
  • Jefferies Group first reported a position in S&P Global in Q2 2016 and held it in 17 quarters.
  • Jefferies Group's S&P Global position peaked at $11.8M in Q4 2019.
  • 1,556 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on Jefferies Group's 13F filing for Q2 2022, filed 15 Aug 2022.