FMAEN1
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Fund Management at Engine No 1’s Raymond James Financial RJF Stock Holding History

Fund Management at Engine No 1’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 		– Sell
-2,686
Closed -$270K – 335
2023
Q3 		$270K Buy
2,686
+202
+8% +$21.4K 0.04% 359
2023
Q2 		$258K Buy
2,484
+134
+6% +$12.4K 0.05% 360
2023
Q1 		$219K Buy
2,350
+217
+10% +$23K 0.04% 369
2022
Q4 		$228K Buy
+2,133
New +$239K 0.06% 329

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

Fund Management at Engine No 1's RJF Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Raymond James Financial (RJF) in Q4 2023, closing a stake of 2,686 shares — an estimated $270K sold.

Fund Management at Engine No 1 first reported a position in RJF in Q4 2022 and held it in 4 quarters. The position peaked at $270K in Q3 2023. 716 funds tracked by Wall St. Rank hold RJF as of Q4 2023.

  • Fund Management at Engine No 1 reported no remaining Raymond James Financial position as of Q4 2023 after selling out during the quarter.
  • Fund Management at Engine No 1 sold 2,686 Raymond James Financial shares in Q4 2023, an estimated $270K.
  • Fund Management at Engine No 1 first reported a position in Raymond James Financial in Q4 2022 and held it in 4 quarters.
  • Fund Management at Engine No 1's Raymond James Financial position peaked at $270K in Q3 2023.
  • 716 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.