Hillsdale Investment Management’s Raymond James Financial RJF Stock Holding History

Hillsdale Investment Management’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	–	Sell	-135	Closed	-$12K	–	601
2022 Q2	$12K	Hold	135	–	–	﹤0.01%	488
2022 Q1	$15K	Sell	135 -6,300	-98%	-$667K	﹤0.01%	512
2021 Q4	$647K	Sell	6,435 -600	-9%	-$59.3K	0.04%	335
2021 Q3	$648K	Buy	7,035 +6,900	+5,111%	+$618K	0.05%	328
2021 Q2	$12K	Sell	135 -7,800	-98%	-$679K	﹤0.01%	528
2021 Q1	$648K	Sell	7,935 -150	-2%	-$11.2K	0.05%	297
2020 Q4	$516K	Buy	+8,085	New	+$463K	0.05%	346
2019 Q4	–	Sell	-8,250	Closed	-$453K	–	650
2019 Q3	$453K	Hold	8,250	–	–	0.04%	375
2019 Q2	$465K	Buy	+8,250	New	+$470K	0.05%	360

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

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

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hillsdale Investment Management's RJF Position: Q3 2022 in Review

Hillsdale Investment Management sold out of Raymond James Financial (RJF) in Q3 2022, closing a stake of 135 shares — an estimated $12K sold.

Hillsdale Investment Management first reported a position in RJF in Q2 2019 and held it in 9 quarters. The position peaked at $648K in Q3 2021. 666 funds tracked by Wall St. Rank hold RJF as of Q3 2022.

Hillsdale Investment Management reported no remaining Raymond James Financial position as of Q3 2022 after selling out during the quarter.
Hillsdale Investment Management sold 135 Raymond James Financial shares in Q3 2022, an estimated $12K.
Hillsdale Investment Management first reported a position in Raymond James Financial in Q2 2019 and held it in 9 quarters.
Hillsdale Investment Management's Raymond James Financial position peaked at $648K in Q3 2021.
666 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2022.

Based on Hillsdale Investment Management's 13F filing for Q3 2022, filed 10 Nov 2022.