LMR Partners’s Raymond James Financial RJF Stock Holding History

LMR Partners’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	–	Sell	-13,395	Closed	-$1.32M	–	1242
2022 Q3	$1.32M	Buy	13,395 +4,454	+50%	+$451K	0.02%	648
2022 Q2	$799K	Buy	+8,941	New	+$876K	0.01%	817
2022 Q1	–	Sell	-7,337	Closed	-$737K	–	1337
2021 Q4	$737K	Buy	+7,337	New	+$725K	0.01%	813
2021 Q3	–	Sell	-2,739	Closed	-$237K	–	1162
2021 Q2	$237K	Sell	2,739 -1,854	-40%	-$161K	﹤0.01%	763
2021 Q1	$375K	Buy	+4,593	New	+$342K	0.01%	692
2019 Q3	–	Sell	-14,658	Closed	-$826K	–	501
2019 Q2	$826K	Buy	+14,658	New	+$835K	0.03%	258
2018 Q3	–	Sell	-8,139	Closed	-$485K	–	477
2018 Q2	$485K	Sell	8,139 -5,768	-41%	-$358K	0.03%	263
2018 Q1	$828K	Hold	13,907	–	–	0.09%	203
2017 Q4	$828K	Buy	13,907 +2,286	+20%	+$132K	0.09%	203
2017 Q3	$653K	Sell	11,621 -7,200	-38%	-$388K	0.07%	154
2017 Q2	$1.01M	Buy	+18,821	New	+$947K	0.06%	306

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

LMR Partners's RJF Position: Q4 2022 in Review

LMR Partners sold out of Raymond James Financial (RJF) in Q4 2022, closing a stake of 13,395 shares — an estimated $1.32M sold.

LMR Partners first reported a position in RJF in Q2 2017 and held it in 11 quarters. The position peaked at $1.32M in Q3 2022. 699 funds tracked by Wall St. Rank hold RJF as of Q4 2022.

LMR Partners reported no remaining Raymond James Financial position as of Q4 2022 after selling out during the quarter.
LMR Partners sold 13,395 Raymond James Financial shares in Q4 2022, an estimated $1.32M.
LMR Partners first reported a position in Raymond James Financial in Q2 2017 and held it in 11 quarters.
LMR Partners's Raymond James Financial position peaked at $1.32M in Q3 2022.
699 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2022.

Based on LMR Partners's 13F filing for Q4 2022, filed 14 Feb 2023.