Harel Insurance Investments & Financial Services’s Raymond James Financial RJF Stock Holding History

Harel Insurance Investments & Financial Services’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
2020 Q1	–	Sell	-2,237	Closed	-$133K	–	516
2019 Q4	$133K	Buy	2,237 +1,524	+214%	+$88K	0.01%	249
2019 Q3	$39K	Buy	+713	New	+$38.7K	﹤0.01%	327
2019 Q2	–	Sell	-525	Closed	-$28K	–	517
2019 Q1	$28K	Hold	525	–	–	﹤0.01%	332
2018 Q4	$26K	Buy	+525	New	+$28K	﹤0.01%	355

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Harel Insurance Investments & Financial Services's RJF Position: Q1 2020 in Review

Harel Insurance Investments & Financial Services sold out of Raymond James Financial (RJF) in Q1 2020, closing a stake of 2,237 shares — an estimated $133K sold.

Harel Insurance Investments & Financial Services first reported a position in RJF in Q4 2018 and held it in 4 quarters. The position peaked at $133K in Q4 2019. 463 funds tracked by Wall St. Rank hold RJF as of Q1 2020.

Harel Insurance Investments & Financial Services reported no remaining Raymond James Financial position as of Q1 2020 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 2,237 Raymond James Financial shares in Q1 2020, an estimated $133K.
Harel Insurance Investments & Financial Services first reported a position in Raymond James Financial in Q4 2018 and held it in 4 quarters.
Harel Insurance Investments & Financial Services's Raymond James Financial position peaked at $133K in Q4 2019.
463 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2020.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2020, filed 28 Apr 2020.