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ACL
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-95,773
Closed
-$9.62M
–
64
2023
Q3
$9.62M
Buy
95,773
+20,325
+27%
+$2.15M
1.06%
30
2023
Q2
$7.83M
Buy
+75,448
New
+$7.01M
1.59%
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
1.96%
20
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Primecap Management
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$127B AUM
44.11%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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