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Cambridge Trust’s Raymond James Financial RJF Stock Holding History

Cambridge Trust’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
-717
Closed -$79.9K – 711
2023
Q4 		$79.9K Hold
717
– – ﹤0.01% 369
2023
Q3 		$72K Hold
717
– – ﹤0.01% 384
2023
Q2 		$74.4K Hold
717
– – ﹤0.01% 386
2023
Q1 		$66.9K Hold
717
– – ﹤0.01% 409
2022
Q4 		$77K Hold
717
– – ﹤0.01% 405
2022
Q3 		$71K Hold
717
– – ﹤0.01% 410
2022
Q2 		$64K Sell
717
-66
-8% -$6.47K ﹤0.01% 453
2022
Q1 		$86K Sell
783
-237
-23% -$25.1K ﹤0.01% 458
2021
Q4 		$102K Buy
+1,020
New +$101K ﹤0.01% 420

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Cambridge Trust's RJF Position: Q1 2024 in Review

Cambridge Trust sold out of Raymond James Financial (RJF) in Q1 2024, closing a stake of 717 shares — an estimated $79.9K sold.

Cambridge Trust first reported a position in RJF in Q4 2021 and held it in 9 quarters. The position peaked at $102K in Q4 2021. 729 funds tracked by Wall St. Rank hold RJF as of Q1 2024.

  • Cambridge Trust reported no remaining Raymond James Financial position as of Q1 2024 after selling out during the quarter.
  • Cambridge Trust sold 717 Raymond James Financial shares in Q1 2024, an estimated $79.9K.
  • Cambridge Trust first reported a position in Raymond James Financial in Q4 2021 and held it in 9 quarters.
  • Cambridge Trust's Raymond James Financial position peaked at $102K in Q4 2021.
  • 729 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.