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Aperio Group’s Raymond James Financial RJF Stock Holding History

Aperio Group’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
2020
Q4 		$5.35M Sell
83,907
-299
-0.4% -$17.1K 0.02% 803
2020
Q3 		$4.08M Sell
84,206
-4,101
-5% -$199K 0.01% 808
2020
Q2 		$4.05M Sell
88,307
-16,782
-16% -$756K 0.02% 802
2020
Q1 		$4.43M Buy
105,089
+5,025
+5% +$283K 0.02% 701
2019
Q4 		$5.97M Sell
100,064
-1,518
-1% -$87.6K 0.02% 674
2019
Q3 		$5.58M Buy
101,582
+1,304
+1% +$70.8K 0.02% 680
2019
Q2 		$5.65M Sell
100,278
-845
-0.8% -$48.2K 0.02% 665
2019
Q1 		$5.42M Sell
101,123
-51
-0.1% -$2.73K 0.02% 673
2018
Q4 		$5.02M Sell
101,174
-3,175
-3% -$169K 0.03% 640
2018
Q3 		$6.4M Buy
104,349
+3,283
+3% +$202K 0.03% 592
2018
Q2 		$6.02M Buy
101,066
+7,215
+8% +$448K 0.03% 602
2018
Q1 		$5.59M Buy
93,851
+6,231
+7% +$388K 0.03% 615
2017
Q4 		$5.22M Buy
87,620
+2,231
+3% +$129K 0.03% 627
2017
Q3 		$4.8M Buy
85,389
+2,281
+3% +$123K 0.03% 619
2017
Q2 		$4.44M Buy
83,108
+13,571
+20% +$683K 0.03% 631
2017
Q1 		$3.54M Sell
69,537
-1,674
-2% -$85.2K 0.02% 672
2016
Q4 		$3.29M Sell
71,211
-9,254
-12% -$409K 0.03% 649
2016
Q3 		$3.12M Buy
80,465
+3,662
+5% +$135K 0.02% 690
2016
Q2 		$2.52M Buy
76,803
+3,694
+5% +$126K 0.02% 721
2016
Q1 		$2.32M Buy
73,109
+4,049
+6% +$124K 0.02% 729
2015
Q4 		$2.67M Buy
69,060
+13,264
+24% +$494K 0.02% 652
2015
Q3 		$1.85M Buy
55,796
+1,860
+3% +$68.9K 0.02% 752
2015
Q2 		$2.14M Buy
53,936
+4,631
+9% +$180K 0.02% 686
2015
Q1 		$1.87M Buy
49,305
+2,338
+5% +$87.3K 0.02% 714
2014
Q4 		$1.79M Buy
46,967
+3,914
+9% +$144K 0.02% 686
2014
Q3 		$1.54M Buy
43,053
+2,568
+6% +$89.9K 0.02% 687
2014
Q2 		$1.37M Buy
40,485
+1,528
+4% +$51K 0.02% 717
2014
Q1 		$1.45M Buy
+38,957
New +$1.36M 0.02% 820
2013
Q4 		– Sell
-32,769
Closed -$1.02M – 844
2013
Q3 		$910K Buy
32,769
+810
+3% +$23.4K 0.02% 876
2013
Q2 		$916K Buy
+31,959
New +$924K 0.02% 793

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Aperio Group's RJF Position: Q4 2020 in Review

Aperio Group reduced its Raymond James Financial (RJF) stake by 0.36% in Q4 2020, selling an estimated $17.1K and leaving 83,907 shares worth $5.35M. The position accounts for 0.02% of the portfolio, ranked #803.

Aperio Group first reported a position in RJF in Q2 2013 and has held it in 30 quarters since. The position peaked at $6.4M in Q3 2018. 534 funds tracked by Wall St. Rank hold RJF as of Q4 2020.

  • Aperio Group held 83,907 shares of Raymond James Financial worth $5.35M as of Q4 2020.
  • Aperio Group sold 299 Raymond James Financial shares in Q4 2020, an estimated $17.1K.
  • Raymond James Financial made up 0.02% of Aperio Group's portfolio in Q4 2020, its #803 holding.
  • Aperio Group first reported a position in Raymond James Financial in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Raymond James Financial position peaked at $6.4M in Q3 2018.
  • 534 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.