Echo Street Capital Management’s Raymond James Financial RJF Stock Holding History

Echo Street Capital 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 Q1	–	Sell	-5,871	Closed	-$627K	–	584
2022 Q4	$627K	Buy	+5,871	New	+$659K	0.01%	234
2021 Q4	–	Sell	-9,184	Closed	-$847K	–	736
2021 Q3	$847K	Buy	+9,184	New	+$823K	0.01%	284
2021 Q2	–	Sell	-2,528	Closed	-$207K	–	693
2021 Q1	$207K	Sell	2,528 -1,834	-42%	-$137K	﹤0.01%	484
2020 Q4	$278K	Buy	+4,362	New	+$250K	﹤0.01%	328
2020 Q3	–	Sell	-9,153	Closed	-$420K	–	323
2020 Q2	$420K	Buy	+9,153	New	+$412K	0.01%	368

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Echo Street Capital Management's RJF Position: Q1 2023 in Review

Echo Street Capital Management sold out of Raymond James Financial (RJF) in Q1 2023, closing a stake of 5,871 shares — an estimated $627K sold.

Echo Street Capital Management first reported a position in RJF in Q2 2020 and held it in 5 quarters. The position peaked at $847K in Q3 2021. 661 funds tracked by Wall St. Rank hold RJF as of Q1 2023.

Echo Street Capital Management reported no remaining Raymond James Financial position as of Q1 2023 after selling out during the quarter.
Echo Street Capital Management sold 5,871 Raymond James Financial shares in Q1 2023, an estimated $627K.
Echo Street Capital Management first reported a position in Raymond James Financial in Q2 2020 and held it in 5 quarters.
Echo Street Capital Management's Raymond James Financial position peaked at $847K in Q3 2021.
661 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2023.

Based on Echo Street Capital Management's 13F filing for Q1 2023, filed 15 May 2023.