Jefferies Group's XYZ Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 7,264 shares of Block, Inc. (XYZ) worth $524,969, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in XYZ, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 202,415 shares. Largest reduction occurred in Q4 2023, reducing 224,265 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Block (XYZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Block (XYZ) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +46,997 | New Buy | 46,997 | $62.84 |
| Q1 2023 | -46,723 | Reduce 99.42% | 274 | $68.65 |
| Q2 2023 | +33,777 | Add 12327.37% | 34,051 | $66.57 |
| Q3 2023 | +202,415 | Add 594.45% | 236,466 | $44.26 |
| Q4 2023 | -224,265 | Reduce 94.84% | 12,201 | $77.35 |
| Q1 2024 | +32,273 | Add 264.51% | 44,474 | $84.58 |
| Q2 2024 | +9,687 | Add 21.78% | 54,161 | $64.49 |
| Q3 2024 | -40,823 | Reduce 75.37% | 13,338 | $67.13 |
| Q4 2024 | -13,338 | Sold Out | 13,338 | $0.00 |
| Q1 2025 | +6,500 | New Buy | 6,500 | $54.33 |
| Q2 2025 | +25,013 | Add 384.82% | 31,513 | $67.93 |
| Q3 2025 | -24,249 | Reduce 76.95% | 7,264 | $72.27 |
Jefferies Group's Block Investment FAQs
Jefferies Group first purchased Block, Inc. (XYZ) in Q4 2022, acquiring 46,997 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Block, Inc. (XYZ) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Block, Inc. (XYZ) was in Q3 2023, adding 236,466 shares worth $10.47 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 7,264 shares of Block, Inc. (XYZ), valued at approximately $524,969. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Block, Inc. (XYZ) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in Block, Inc. (XYZ) was 236,466 shares, as reported at the end of Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.