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

Hotaling 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 Q4	$2.16M	Sell	20,256 -6,787	-25%	-$762K	0.98%	32
2022 Q3	$2.67M	Sell	27,043 -238	-0.9%	-$24.1K	1.28%	24
2022 Q2	$2.44M	Buy	27,281 +652	+2%	+$63.9K	1.06%	27
2022 Q1	$2.93M	Buy	26,629 +657	+3%	+$69.6K	1.12%	27
2021 Q4	$2.61M	Buy	25,972 +195	+0.8%	+$19.3K	0.91%	39
2021 Q3	$2.38M	Buy	25,777 +256	+1%	+$22.9K	0.99%	35
2021 Q2	$2.21M	Buy	25,521 +100	+0.4%	+$8.71K	0.9%	39
2021 Q1	$2.08M	Buy	25,421 +4,494	+21%	+$335K	0.93%	38
2020 Q4	$1.33M	Buy	+20,927	New	+$1.2M	0.62%	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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hotaling Investment Management's RJF Position: Q4 2022 in Review

Hotaling Investment Management reduced its Raymond James Financial (RJF) stake by 25% in Q4 2022, selling an estimated $762K and leaving 20,256 shares worth $2.16M. The position accounts for 0.98% of the portfolio, ranked #32.

Hotaling Investment Management first reported a position in RJF in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.93M in Q1 2022. 699 funds tracked by Wall St. Rank hold RJF as of Q4 2022.

Hotaling Investment Management held 20,256 shares of Raymond James Financial worth $2.16M as of Q4 2022.
Hotaling Investment Management sold 6,787 Raymond James Financial shares in Q4 2022, an estimated $762K.
Raymond James Financial made up 0.98% of Hotaling Investment Management's portfolio in Q4 2022, its #32 holding.
Hotaling Investment Management first reported a position in Raymond James Financial in Q4 2020 and has held it in 9 quarters since.
Hotaling Investment Management's Raymond James Financial position peaked at $2.93M in Q1 2022.
699 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.