Monarch Partners Asset Management’s Raymond James Financial RJF Stock Holding History

Monarch Partners Asset Management’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 Q1	–	Sell	-6,952	Closed	-$698K	–	169
2021 Q4	$698K	Sell	6,952 -3,180	-31%	-$314K	0.14%	150
2021 Q3	$935K	Buy	+10,132	New	+$908K	0.14%	139
2017 Q2	–	Sell	-98,678	Closed	-$5.02M	–	194
2017 Q1	$5.02M	Sell	98,678 -35,602	-27%	-$1.81M	0.5%	80
2016 Q4	$6.2M	Buy	+134,280	New	+$5.93M	0.53%	79
2016 Q2	–	Sell	-428,849	Closed	-$13.6M	–	173
2016 Q1	$13.6M	Buy	428,849 +228,885	+114%	+$7.03M	1.4%	17
2015 Q4	$7.73M	Buy	199,964 +7,341	+4%	+$274K	0.81%	51
2015 Q3	$6.37M	Buy	192,623 +5,610	+3%	+$208K	0.78%	58
2015 Q2	$7.43M	Buy	+187,013	New	+$7.27M	1.01%	37

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Monarch Partners Asset Management's RJF Position: Q1 2022 in Review

Monarch Partners Asset Management sold out of Raymond James Financial (RJF) in Q1 2022, closing a stake of 6,952 shares — an estimated $698K sold.

Monarch Partners Asset Management first reported a position in RJF in Q2 2015 and held it in 8 quarters. The position peaked at $13.6M in Q1 2016. 661 funds tracked by Wall St. Rank hold RJF as of Q1 2022.

Monarch Partners Asset Management reported no remaining Raymond James Financial position as of Q1 2022 after selling out during the quarter.
Monarch Partners Asset Management sold 6,952 Raymond James Financial shares in Q1 2022, an estimated $698K.
Monarch Partners Asset Management first reported a position in Raymond James Financial in Q2 2015 and held it in 8 quarters.
Monarch Partners Asset Management's Raymond James Financial position peaked at $13.6M in Q1 2016.
661 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2022.

Based on Monarch Partners Asset Management's 13F filing for Q1 2022, filed 6 May 2022.