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AJO LP’s Raymond James Financial RJF Stock Holding History

AJO LP’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,031
Closed -$129K – 213
2020
Q4 		$129K Sell
2,031
-2,922
-59% -$167K 0.01% 245
2020
Q3 		$240K Buy
+4,953
New +$240K ﹤0.01% 599
2018
Q3 		– Sell
-34,245
Closed -$2.04M – 713
2018
Q2 		$2.04M Sell
34,245
-35,588
-51% -$2.21M 0.01% 455
2018
Q1 		$4.16M Buy
+69,833
New +$4.35M 0.02% 359

Other funds holding RJF

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AJO LP's RJF Position: Q1 2021 in Review

AJO LP sold out of Raymond James Financial (RJF) in Q1 2021, closing a stake of 2,031 shares — an estimated $129K sold.

AJO LP first reported a position in RJF in Q1 2018 and held it in 4 quarters. The position peaked at $4.16M in Q1 2018. 551 funds tracked by Wall St. Rank hold RJF as of Q1 2021.

  • AJO LP reported no remaining Raymond James Financial position as of Q1 2021 after selling out during the quarter.
  • AJO LP sold 2,031 Raymond James Financial shares in Q1 2021, an estimated $129K.
  • AJO LP first reported a position in Raymond James Financial in Q1 2018 and held it in 4 quarters.
  • AJO LP's Raymond James Financial position peaked at $4.16M in Q1 2018.
  • 551 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2021.

Based on AJO LP's 13F filing for Q1 2021, filed 7 May 2021.