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Andreas Halvorsen’s Raymond James Financial RJF Stock Holding History

Andreas Halvorsen’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
2019
Q1 		– Sell
-3,740,142
Closed -$186M – 69
2018
Q4 		$186M Sell
3,740,142
-2,519,289
-40% -$134M 1.06% 24
2018
Q3 		$384M Sell
6,259,431
-2,729,352
-30% -$168M 2.13% 14
2018
Q2 		$535M Sell
8,988,783
-583,232
-6% -$36.2M 3.07% 11
2018
Q1 		$571M Buy
9,572,015
+2,431,940
+34% +$151M 3.44% 10
2017
Q4 		$425M Buy
7,140,075
+2,338,972
+49% +$135M 2.61% 16
2017
Q3 		$270M Buy
4,801,103
+3,366,626
+235% +$182M 1.75% 20
2017
Q2 		$76.7M Buy
+1,434,477
New +$72.2M 0.52% 37

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Andreas Halvorsen's RJF Position: Q1 2019 in Review

Andreas Halvorsen sold out of Raymond James Financial (RJF) in Q1 2019, closing a stake of 3,740,142 shares — an estimated $186M sold.

Andreas Halvorsen first reported a position in RJF in Q2 2017 and held it in 7 quarters. The position peaked at $571M in Q1 2018. 500 funds tracked by Wall St. Rank hold RJF as of Q1 2019.

  • Andreas Halvorsen reported no remaining Raymond James Financial position as of Q1 2019 after selling out during the quarter.
  • Andreas Halvorsen sold 3,740,142 Raymond James Financial shares in Q1 2019, an estimated $186M.
  • Andreas Halvorsen first reported a position in Raymond James Financial in Q2 2017 and held it in 7 quarters.
  • Andreas Halvorsen's Raymond James Financial position peaked at $571M in Q1 2018.
  • 500 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2019.

Based on Viking Global Investors's 13F filing for Q1 2019, filed 15 May 2019.