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Jefferies Group’s Raymond James Financial RJF Stock Holding History

Jefferies 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
2022
Q3 		$12.1M Buy
122,481
+115,621
+1,685% +$11.7M 0.1% 159
2022
Q2 		$613K Buy
+6,860
New +$672K 0.01% 933
2021
Q1 		– Sell
-59,625
Closed -$3.8M – 1934
2020
Q4 		$3.8M Buy
+59,625
New +$3.41M 0.03% 501
2020
Q1 		– Sell
-37,500
Closed -$2.24M – 2570
2019
Q4 		$2.24M Buy
+37,500
New +$2.16M 0.02% 982
2019
Q3 		– Sell
-34,764
Closed -$1.96M – 2977
2019
Q2 		$1.96M Buy
34,764
+24,193
+229% +$1.38M 0.01% 939
2019
Q1 		$567K Buy
+10,571
New +$566K ﹤0.01% 1530
2018
Q3 		– Sell
-3,864
Closed -$230K – 2694
2018
Q2 		$230K Buy
+3,864
New +$240K ﹤0.01% 1970
2018
Q1 		– Sell
-22,704
Closed -$1.35M – 2626
2017
Q4 		$1.35M Buy
+22,704
New +$1.31M 0.01% 1186
2017
Q3 		– Sell
-6,614
Closed -$354K – 2573
2017
Q2 		$354K Buy
+6,614
New +$333K ﹤0.01% 1779
2016
Q4 		– Sell
-7,770
Closed -$302K – 2430
2016
Q3 		$302K Buy
+7,770
New +$286K ﹤0.01% 1803
2015
Q3 		– Sell
-1,212
Closed -$48K – 2905
2015
Q2 		$48K Buy
+1,212
New +$47.1K ﹤0.01% 2446
2015
Q1 		– Sell
-5,394
Closed -$206K – 2340
2014
Q4 		$206K Buy
+5,394
New +$198K ﹤0.01% 1739
2014
Q3 		– Sell
-11,960
Closed -$404K – 2394
2014
Q2 		$404K Sell
11,960
-3,148
-21% -$105K ﹤0.01% 1358
2014
Q1 		$563K Sell
15,108
-4,484
-23% -$157K 0.01% 1203
2013
Q4 		$682K Buy
19,592
+5,412
+38% +$168K ﹤0.01% 998
2013
Q3 		$394K Buy
+14,180
New +$410K ﹤0.01% 1304

Other funds holding RJF

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

Jefferies Group's RJF Position: Q3 2022 in Review

Jefferies Group increased its Raymond James Financial (RJF) stake by 1,685% in Q3 2022, buying an estimated $11.7M and bringing the position to 122,481 shares worth $12.1M. The position accounts for 0.1% of the portfolio, ranked #159.

Jefferies Group first reported a position in RJF in Q3 2013 and has held it in 16 quarters since. 665 funds tracked by Wall St. Rank hold RJF as of Q3 2022.

  • Jefferies Group held 122,481 shares of Raymond James Financial worth $12.1M as of Q3 2022.
  • Jefferies Group bought 115,621 Raymond James Financial shares in Q3 2022, an estimated $11.7M.
  • Raymond James Financial made up 0.1% of Jefferies Group's portfolio in Q3 2022, its #159 holding.
  • Jefferies Group first reported a position in Raymond James Financial in Q3 2013 and has held it in 16 quarters since.
  • 665 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.