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Brave Warrior Advisors’s Raymond James Financial RJF Stock Holding History

Brave Warrior Advisors’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
2024
Q1 		– Sell
-2,137,186
Closed -$238M – 32
2023
Q4 		$238M Sell
2,137,186
-3,521
-0.2% -$362K 5.69% 10
2023
Q3 		$215M Sell
2,140,707
-23,600
-1% -$2.5M 5.37% 7
2023
Q2 		$225M Sell
2,164,307
-12,203
-0.6% -$1.13M 5.93% 9
2023
Q1 		$203M Sell
2,176,510
-10,941
-0.5% -$1.16M 6.28% 7
2022
Q4 		$234M Sell
2,187,451
-50,974
-2% -$5.72M 7.37% 5
2022
Q3 		$221M Sell
2,238,425
-7,526
-0.3% -$762K 7.65% 6
2022
Q2 		$201M Sell
2,245,951
-7,996
-0.4% -$784K 6.89% 7
2022
Q1 		$248M Buy
2,253,947
+21,432
+1% +$2.27M 7.31% 7
2021
Q4 		$224M Sell
2,232,515
-36,002
-2% -$3.56M 7.14% 8
2021
Q3 		$209M Sell
2,268,517
-171,652
-7% -$15.4M 7.33% 6
2021
Q2 		$211M Sell
2,440,169
-626,866
-20% -$54.6M 7.25% 8
2021
Q1 		$251M Sell
3,067,035
-22,517
-0.7% -$1.68M 8.18% 7
2020
Q4 		$197M Sell
3,089,552
-58,138
-2% -$3.33M 7.25% 7
2020
Q3 		$153M Sell
3,147,690
-151,034
-5% -$7.31M 6.81% 8
2020
Q2 		$151M Sell
3,298,724
-47,413
-1% -$2.14M 7.53% 7
2020
Q1 		$141M Sell
3,346,137
-248,118
-7% -$14M 8.12% 5
2019
Q4 		$214M Sell
3,594,255
-268,331
-7% -$15.5M 11.33% 4
2019
Q3 		$212M Buy
3,862,586
+213,734
+6% +$11.6M 11.33% 4
2019
Q2 		$206M Sell
3,648,852
-40,058
-1% -$2.28M 10.94% 4
2019
Q1 		$198M Buy
3,688,910
+283,545
+8% +$15.2M 9.94% 3
2018
Q4 		$169M Buy
3,405,365
+293,631
+9% +$15.6M 8.59% 5
2018
Q3 		$191M Buy
+3,111,734
New +$192M 8.13% 7

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Brave Warrior Advisors's RJF Position: Q1 2024 in Review

Brave Warrior Advisors sold out of Raymond James Financial (RJF) in Q1 2024, closing a stake of 2,137,186 shares — an estimated $238M sold.

Brave Warrior Advisors first reported a position in RJF in Q3 2018 and held it in 22 quarters. The position peaked at $251M in Q1 2021. 728 funds tracked by Wall St. Rank hold RJF as of Q1 2024.

  • Brave Warrior Advisors reported no remaining Raymond James Financial position as of Q1 2024 after selling out during the quarter.
  • Brave Warrior Advisors sold 2,137,186 Raymond James Financial shares in Q1 2024, an estimated $238M.
  • Brave Warrior Advisors first reported a position in Raymond James Financial in Q3 2018 and held it in 22 quarters.
  • Brave Warrior Advisors's Raymond James Financial position peaked at $251M in Q1 2021.
  • 728 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2024.

Based on Brave Warrior Advisors's 13F filing for Q1 2024, filed 15 May 2024.