Boston Partners
RJF icon

Boston Partners’s Raymond James Financial RJF Stock Holding History

Boston Partners’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
Q2 		– Sell
-1,946,070
Closed -$82M – 696
2020
Q1 		$82M Sell
1,946,070
-392,589
-17% -$22.1M 0.16% 161
2019
Q4 		$139M Sell
2,338,659
-78,446
-3% -$4.53M 0.18% 152
2019
Q3 		$133M Sell
2,417,105
-352,515
-13% -$19.2M 0.18% 157
2019
Q2 		$156M Sell
2,769,620
-539,439
-16% -$30.7M 0.2% 148
2019
Q1 		$177M Sell
3,309,059
-467,163
-12% -$25M 0.24% 131
2018
Q4 		$187M Sell
3,776,222
-1,929,021
-34% -$103M 0.27% 111
2018
Q3 		$350M Sell
5,705,243
-815,137
-13% -$50.2M 0.41% 74
2018
Q2 		$388M Sell
6,520,380
-1,250,300
-16% -$77.6M 0.47% 66
2018
Q1 		$463M Sell
7,770,680
-439,881
-5% -$27.4M 0.56% 49
2017
Q4 		$489M Buy
8,210,561
+241,497
+3% +$13.9M 0.58% 46
2017
Q3 		$448M Buy
7,969,064
+45,722
+0.6% +$2.47M 0.55% 52
2017
Q2 		$424M Sell
7,923,342
-233,243
-3% -$11.7M 0.54% 57
2017
Q1 		$415M Buy
8,156,585
+734,415
+10% +$37.4M 0.53% 57
2016
Q4 		$343M Sell
7,422,170
-1,589,854
-18% -$70.3M 0.45% 76
2016
Q3 		$350M Buy
9,012,024
+400,368
+5% +$14.8M 0.49% 68
2016
Q2 		$283M Buy
8,611,656
+527,667
+7% +$18M 0.41% 80
2016
Q1 		$257M Sell
8,083,989
-2,356,880
-23% -$72.3M 0.38% 90
2015
Q4 		$404M Buy
10,440,869
+611,705
+6% +$22.8M 0.58% 51
2015
Q3 		$325M Buy
9,829,164
+657,720
+7% +$24.4M 0.5% 56
2015
Q2 		$364M Buy
9,171,444
+1,153,263
+14% +$44.8M 0.52% 54
2015
Q1 		$304M Buy
8,018,181
+1,115,113
+16% +$41.7M 0.45% 65
2014
Q4 		$264M Buy
6,903,068
+54,378
+0.8% +$2M 0.4% 72
2014
Q3 		$245M Sell
6,848,690
-490,084
-7% -$17.2M 0.4% 76
2014
Q2 		$248M Buy
7,338,774
+566,548
+8% +$18.9M 0.42% 75
2014
Q1 		$253M Buy
6,772,226
+947,316
+16% +$33.1M 0.46% 65
2013
Q4 		$203M Buy
5,824,910
+741,641
+15% +$23M 0.42% 72
2013
Q3 		$141M Buy
5,083,269
+808,120
+19% +$23.3M 0.34% 91
2013
Q2 		$122M Buy
+4,275,149
New +$124M 0.34% 92

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Boston Partners's RJF Position: Q2 2020 in Review

Boston Partners sold out of Raymond James Financial (RJF) in Q2 2020, closing a stake of 1,946,070 shares — an estimated $82M sold.

Boston Partners first reported a position in RJF in Q2 2013 and held it in 28 quarters. The position peaked at $489M in Q4 2017. 486 funds tracked by Wall St. Rank hold RJF as of Q2 2020.

  • Boston Partners reported no remaining Raymond James Financial position as of Q2 2020 after selling out during the quarter.
  • Boston Partners sold 1,946,070 Raymond James Financial shares in Q2 2020, an estimated $82M.
  • Boston Partners first reported a position in Raymond James Financial in Q2 2013 and held it in 28 quarters.
  • Boston Partners's Raymond James Financial position peaked at $489M in Q4 2017.
  • 486 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2020.

Based on Boston Partners's 13F filing for Q2 2020, filed 12 Aug 2020.