Bollard Group’s Raymond James Financial RJF Stock Holding History

Bollard 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
2023 Q4	–	Sell	-94	Closed	-$9K	–	341
2023 Q3	$9K	Hold	94	–	–	﹤0.01%	277
2023 Q2	$10K	Buy	+94	New	+$8.73K	﹤0.01%	304

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $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 $1.56T 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

Bollard Group's RJF Position: Q4 2023 in Review

Bollard Group sold out of Raymond James Financial (RJF) in Q4 2023, closing a stake of 94 shares — an estimated $9K sold.

Bollard Group first reported a position in RJF in Q2 2023 and held it in 2 quarters. The position peaked at $10K in Q2 2023. 716 funds tracked by Wall St. Rank hold RJF as of Q4 2023.

Bollard Group reported no remaining Raymond James Financial position as of Q4 2023 after selling out during the quarter.
Bollard Group sold 94 Raymond James Financial shares in Q4 2023, an estimated $9K.
Bollard Group first reported a position in Raymond James Financial in Q2 2023 and held it in 2 quarters.
Bollard Group's Raymond James Financial position peaked at $10K in Q2 2023.
716 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2023.

Based on Bollard Group's 13F filing for Q4 2023, filed 13 Feb 2024.