Gyroscope Capital Management Group’s Raymond James Financial RJF Stock Holding History

Gyroscope Capital Management 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
2023 Q3	$1.72M	Buy	17,091 +1,043	+6%	+$110K	0.39%	66
2023 Q2	$1.67M	Buy	16,048 +1,864	+13%	+$173K	0.38%	66
2023 Q1	$1.32M	Buy	14,184 +52	+0.4%	+$5.51K	0.34%	68
2022 Q4	$1.51M	Sell	14,132 -2,783	-16%	-$312K	0.46%	50
2022 Q3	$1.67M	Sell	16,915 -1,823	-10%	-$185K	0.65%	38
2022 Q2	$1.68M	Buy	18,738 +2,870	+18%	+$281K	0.58%	40
2022 Q1	$1.74M	Buy	15,868 +1,094	+7%	+$116K	0.6%	38
2021 Q4	$1.48M	Sell	14,774 -264	-2%	-$26.1K	0.52%	45
2021 Q3	$1.39M	Buy	15,038 +594	+4%	+$53.2K	0.52%	47
2021 Q2	$1.25M	Buy	+14,444	New	+$1.26M	0.44%	52

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Gyroscope Capital Management Group's RJF Position: Q3 2023 in Review

Gyroscope Capital Management Group increased its Raymond James Financial (RJF) stake by 6.5% in Q3 2023, buying an estimated $110K and bringing the position to 17,091 shares worth $1.72M. The position accounts for 0.39% of the portfolio, ranked #66.

Gyroscope Capital Management Group first reported a position in RJF in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.74M in Q1 2022. 654 funds tracked by Wall St. Rank hold RJF as of Q3 2023.

Gyroscope Capital Management Group held 17,091 shares of Raymond James Financial worth $1.72M as of Q3 2023.
Gyroscope Capital Management Group bought 1,043 Raymond James Financial shares in Q3 2023, an estimated $110K.
Raymond James Financial made up 0.39% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #66 holding.
Gyroscope Capital Management Group first reported a position in Raymond James Financial in Q2 2021 and has held it in 10 quarters since.
Gyroscope Capital Management Group's Raymond James Financial position peaked at $1.74M in Q1 2022.
654 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.