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Desjardins Global Asset Management’s Raymond James Financial RJF Stock Holding History

Desjardins Global Asset Management’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 		$137K Buy
1,230
+17
+1% +$1.75K 0.01% 414
2023
Q3 		$122K Sell
1,213
-617
-34% -$65.3K 0.01% 438
2023
Q2 		$190K Buy
1,830
+546
+43% +$50.7K 0.02% 440
2023
Q1 		$120K Buy
+1,284
New +$136K 0.02% 455

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

Desjardins Global Asset Management's RJF Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Raymond James Financial (RJF) stake by 1.4% in Q4 2023, buying an estimated $1.75K and bringing the position to 1,230 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #414.

Desjardins Global Asset Management first reported a position in RJF in Q1 2023 and has held it in 4 quarters since. The position peaked at $190K in Q2 2023. 716 funds tracked by Wall St. Rank hold RJF as of Q4 2023.

  • Desjardins Global Asset Management held 1,230 shares of Raymond James Financial worth $137K as of Q4 2023.
  • Desjardins Global Asset Management bought 17 Raymond James Financial shares in Q4 2023, an estimated $1.75K.
  • Raymond James Financial made up 0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #414 holding.
  • Desjardins Global Asset Management first reported a position in Raymond James Financial in Q1 2023 and has held it in 4 quarters since.
  • Desjardins Global Asset Management's Raymond James Financial position peaked at $190K in Q2 2023.
  • 716 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.