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Azora Capital LP’s Raymond James Financial RJF Stock Holding History

Azora Capital 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
2023
Q4 		– Sell
-95,773
Closed -$9.62M – 63
2023
Q3 		$9.62M Buy
95,773
+20,325
+27% +$2.15M 1.03% 30
2023
Q2 		$7.83M Buy
+75,448
New +$7.01M 1.42% 27
2022
Q4 		– Sell
-72,533
Closed -$7.17M – 43
2022
Q3 		$7.17M Buy
+72,533
New +$7.35M 1.06% 27
2022
Q2 		– Sell
-296,675
Closed -$32.6M – 41
2022
Q1 		$32.6M Buy
296,675
+190,867
+180% +$20.2M 5.44% 4
2021
Q4 		$10.6M Buy
+105,808
New +$10.5M 1.66% 25
2021
Q1 		– Sell
-334,178
Closed -$21.3M – 52
2020
Q4 		$21.3M Buy
+334,178
New +$19.1M 1.93% 20

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Azora Capital LP's RJF Position: Q4 2023 in Review

Azora Capital LP sold out of Raymond James Financial (RJF) in Q4 2023, closing a stake of 95,773 shares — an estimated $9.62M sold.

Azora Capital LP first reported a position in RJF in Q4 2020 and held it in 6 quarters. The position peaked at $32.6M in Q1 2022. 718 funds tracked by Wall St. Rank hold RJF as of Q4 2023.

  • Azora Capital LP reported no remaining Raymond James Financial position as of Q4 2023 after selling out during the quarter.
  • Azora Capital LP sold 95,773 Raymond James Financial shares in Q4 2023, an estimated $9.62M.
  • Azora Capital LP first reported a position in Raymond James Financial in Q4 2020 and held it in 6 quarters.
  • Azora Capital LP's Raymond James Financial position peaked at $32.6M in Q1 2022.
  • 718 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2023.

Based on Azora Capital LP's 13F filing for Q4 2023, filed 14 Feb 2024.