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Jefferies Group’s WD-40 WDFC Stock Holding History

Jefferies Group’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$218K Buy
+1,243
New +$232K ﹤0.01% 1339
2018
Q1 		– Sell
-3,257
Closed -$384K – 2753
2017
Q4 		$384K Sell
3,257
-429
-12% -$49.2K ﹤0.01% 1871
2017
Q3 		$412K Buy
+3,686
New +$398K ﹤0.01% 1734

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Group's WDFC Position: Q3 2022 in Review

Jefferies Group opened a new position in WD-40 (WDFC) in Q3 2022: 1,243 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1339 among its holdings. This is a return to the name: Jefferies Group previously reported a position in WDFC as recently as Q4 2017.

Jefferies Group first reported a position in WDFC in Q3 2017 and has held it in 3 quarters since. The position peaked at $412K in Q3 2017. 282 funds tracked by Wall St. Rank hold WDFC as of Q3 2022.

  • Jefferies Group held 1,243 shares of WD-40 worth $218K as of Q3 2022.
  • WD-40 was a new Jefferies Group position in Q3 2022.
  • WD-40 made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1339 holding.
  • Jefferies Group first reported a position in WD-40 in Q3 2017 and has held it in 3 quarters since.
  • Jefferies Group's WD-40 position peaked at $412K in Q3 2017.
  • 282 funds tracked by Wall St. Rank held WD-40 as of Q3 2022.

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