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Gofen & Glossberg’s Raymond James Financial RJF Stock Holding History

Gofen & Glossberg’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 		$1.09M Buy
10,186
+969
+11% +$109K 0.03% 235
2022
Q3 		$911K Hold
9,217
– – 0.03% 240
2022
Q2 		$824K Hold
9,217
– – 0.02% 251
2022
Q1 		$1.01M Hold
9,217
– – 0.02% 244
2021
Q4 		$925K Sell
9,217
-68
-0.7% -$6.72K 0.02% 253
2021
Q3 		$857K Buy
9,285
+67
+0.7% +$6K 0.02% 258
2021
Q2 		$798K Hold
9,218
– – 0.02% 269
2021
Q1 		$753K Hold
9,218
– – 0.02% 270
2020
Q4 		$588K Hold
9,218
– – 0.02% 288
2020
Q3 		$447K Buy
+9,218
New +$446K 0.01% 306

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gofen & Glossberg's RJF Position: Q4 2022 in Review

Gofen & Glossberg increased its Raymond James Financial (RJF) stake by 11% in Q4 2022, buying an estimated $109K and bringing the position to 10,186 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #235.

Gofen & Glossberg first reported a position in RJF in Q3 2020 and has held it in 10 quarters since. 700 funds tracked by Wall St. Rank hold RJF as of Q4 2022.

  • Gofen & Glossberg held 10,186 shares of Raymond James Financial worth $1.09M as of Q4 2022.
  • Gofen & Glossberg bought 969 Raymond James Financial shares in Q4 2022, an estimated $109K.
  • Raymond James Financial made up 0.03% of Gofen & Glossberg's portfolio in Q4 2022, its #235 holding.
  • Gofen & Glossberg first reported a position in Raymond James Financial in Q3 2020 and has held it in 10 quarters since.
  • 700 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.