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Lee Financial’s Raymond James Financial RJF Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-19
Closed -$2.13K – 668
2023
Q4 		$2.13K Hold
19
– – ﹤0.01% 739
2023
Q3 		$1.92K Hold
19
– – ﹤0.01% 694
2023
Q2 		$1.98K Buy
+19
New +$1.76K ﹤0.01% 666
2018
Q3 		– Sell
-147
Closed -$9K – 660
2018
Q2 		$9K Hold
147
– – ﹤0.01% 512
2018
Q1 		$9K Buy
+147
New +$9.15K ﹤0.01% 504

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Lee Financial's RJF Position: Q1 2024 in Review

Lee Financial sold out of Raymond James Financial (RJF) in Q1 2024, closing a stake of 19 shares — an estimated $2.13K sold.

Lee Financial first reported a position in RJF in Q1 2018 and held it in 5 quarters. The position peaked at $9K in Q2 2018. 727 funds tracked by Wall St. Rank hold RJF as of Q1 2024.

  • Lee Financial reported no remaining Raymond James Financial position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 19 Raymond James Financial shares in Q1 2024, an estimated $2.13K.
  • Lee Financial first reported a position in Raymond James Financial in Q1 2018 and held it in 5 quarters.
  • Lee Financial's Raymond James Financial position peaked at $9K in Q2 2018.
  • 727 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.