Jefferies Group IVZ Holdings History

Number of Shares
951,449.00
Current Holdings Value*
$14.43 Mil
% of Portfolio
0.13%
Total Estimate Gain
$-729,334.38
% of Total Estimate Gain
-3.83%

Jefferies Group's Invesco Ltd Holding Summary

As of 2025-03-31, Leucadia National held 951,449.00 shares of Invesco Ltd(IVZ), totaling $14.43 Mil. This investment constitutes 0.13% of their stock portfolio, and Leucadia National now holds 0.21% of the outstanding Invesco Ltd(IVZ) stock.

The initial trade took place in 2023Q1. And since then Jefferies Group has made 2 purchases of IVZ, at an average price of $17.18, for a total of 1.11 Mil shares. In addition, there have been 1 sales at an average price of $16.10 for 156,689.00 shares. Based on historical transaction data and IVZ's current price of $16.59, Jefferies Group's estimated gain on his IVZ holdings is $-729,334.38, reflecting a -3.83% gain to date.

Jefferies Group IVZ ($16.59) Holding Chart

Jefferies Group IVZ ($16.59) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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