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Inherent Group’s Raymond James Financial RJF Stock Holding History

Inherent 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
2021
Q4 		– Sell
-75,450
Closed -$6.96M – 65
2021
Q3 		$6.96M Buy
75,450
+58,500
+345% +$5.24M 0.6% 29
2021
Q2 		$1.47M Sell
16,950
-73,050
-81% -$6.36M 0.13% 43
2021
Q1 		$7.35M Buy
+90,000
New +$6.71M 1.04% 21

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Inherent Group's RJF Position: Q4 2021 in Review

Inherent Group sold out of Raymond James Financial (RJF) in Q4 2021, closing a stake of 75,450 shares — an estimated $6.96M sold.

Inherent Group first reported a position in RJF in Q1 2021 and held it in 3 quarters. The position peaked at $7.35M in Q1 2021. 637 funds tracked by Wall St. Rank hold RJF as of Q4 2021.

  • Inherent Group reported no remaining Raymond James Financial position as of Q4 2021 after selling out during the quarter.
  • Inherent Group sold 75,450 Raymond James Financial shares in Q4 2021, an estimated $6.96M.
  • Inherent Group first reported a position in Raymond James Financial in Q1 2021 and held it in 3 quarters.
  • Inherent Group's Raymond James Financial position peaked at $7.35M in Q1 2021.
  • 637 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2021.

Based on Inherent Group's 13F filing for Q4 2021, filed 14 Feb 2022.