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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
2021
Q1 		– Sell
-111,000
Closed -$7.08M – 1933
2020
Q4 		$7.08M Buy
+111,000
New +$6.35M 0.06% 301

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.