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Mendota Financial Group’s Raymond James Financial RJF Stock Holding History

Mendota Financial 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
2024
Q4 		– Sell
-1
Closed -$123 – 995
2024
Q3 		$123 Buy
+1
New +$117 ﹤0.01% 832

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Primecap Management
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Wellington Management Group
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State Street
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mendota Financial Group's RJF Position: Q4 2024 in Review

Mendota Financial Group sold out of Raymond James Financial (RJF) in Q4 2024, closing a stake of 1 share — an estimated $123 sold.

Mendota Financial Group first reported a position in RJF in Q3 2024 and held it in 1 quarter. The position peaked at $123 in Q3 2024. 835 funds tracked by Wall St. Rank hold RJF as of Q4 2024.

  • Mendota Financial Group reported no remaining Raymond James Financial position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 1 Raymond James Financial share in Q4 2024, an estimated $123.
  • Mendota Financial Group first reported a position in Raymond James Financial in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Raymond James Financial position peaked at $123 in Q3 2024.
  • 835 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.