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H.L. Ormond & Company’s Raymond James Financial RJF Stock Holding History

H.L. Ormond & Company’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
Q3 		$247K Hold
2,500
– – 0.4% 81
2022
Q2 		$224K Hold
2,500
– – 0.36% 84
2022
Q1 		$275K Hold
2,500
– – 0.34% 87
2021
Q4 		$287K Buy
+2,500
New +$247K 0.34% 89

Other funds holding RJF

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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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

H.L. Ormond & Company's RJF Position: Q3 2022 in Review

H.L. Ormond & Company held its Raymond James Financial (RJF) position steady in Q3 2022 at 2,500 shares worth $247K. The position accounts for 0.4% of the portfolio, ranked #81.

H.L. Ormond & Company first reported a position in RJF in Q4 2021 and has held it in 4 quarters since. The position peaked at $287K in Q4 2021. 665 funds tracked by Wall St. Rank hold RJF as of Q3 2022.

  • H.L. Ormond & Company held 2,500 shares of Raymond James Financial worth $247K as of Q3 2022.
  • H.L. Ormond & Company left its Raymond James Financial share count unchanged in Q3 2022.
  • Raymond James Financial made up 0.4% of H.L. Ormond & Company's portfolio in Q3 2022, its #81 holding.
  • H.L. Ormond & Company first reported a position in Raymond James Financial in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's Raymond James Financial position peaked at $287K in Q4 2021.
  • 665 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.