De Burlo Group’s Raymond James Financial RJF Stock Holding History

De Burlo 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
2022 Q4	–	Sell	-192	Closed	-$19K	–	166
2022 Q3	$19K	Buy	+192	New	+$19.4K	﹤0.01%	128
2022 Q2	–	Sell	-192	Closed	-$21.1K	–	183
2022 Q1	$21.1K	Buy	+192	New	+$20.3K	﹤0.01%	129

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

De Burlo Group's RJF Position: Q4 2022 in Review

De Burlo Group sold out of Raymond James Financial (RJF) in Q4 2022, closing a stake of 192 shares — an estimated $19K sold.

De Burlo Group first reported a position in RJF in Q1 2022 and held it in 2 quarters. The position peaked at $21.1K in Q1 2022. 699 funds tracked by Wall St. Rank hold RJF as of Q4 2022.

De Burlo Group reported no remaining Raymond James Financial position as of Q4 2022 after selling out during the quarter.
De Burlo Group sold 192 Raymond James Financial shares in Q4 2022, an estimated $19K.
De Burlo Group first reported a position in Raymond James Financial in Q1 2022 and held it in 2 quarters.
De Burlo Group's Raymond James Financial position peaked at $21.1K in Q1 2022.
699 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2022.

Based on De Burlo Group's 13F filing for Q4 2022, filed 14 Feb 2023.