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Mount Lucas Management’s Raymond James Financial RJF Stock Holding History

Mount Lucas 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
2023
Q1 		– Sell
-277
Closed -$29.6K – 124
2022
Q4 		$29.6K Sell
277
-38,827
-99% -$4.36M 0.01% 99
2022
Q3 		$3.86M Sell
39,104
-666
-2% -$67.4K 1.33% 13
2022
Q2 		$3.56M Sell
39,770
-1,538
-4% -$151K 1.19% 15
2022
Q1 		$4.54M Sell
41,308
-4,113
-9% -$436K 1.32% 15
2021
Q4 		$4.56M Buy
+45,421
New +$4.49M 1.3% 13

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Lucas Management's RJF Position: Q1 2023 in Review

Mount Lucas Management sold out of Raymond James Financial (RJF) in Q1 2023, closing a stake of 277 shares — an estimated $29.6K sold.

Mount Lucas Management first reported a position in RJF in Q4 2021 and held it in 5 quarters. The position peaked at $4.56M in Q4 2021. 662 funds tracked by Wall St. Rank hold RJF as of Q1 2023.

  • Mount Lucas Management reported no remaining Raymond James Financial position as of Q1 2023 after selling out during the quarter.
  • Mount Lucas Management sold 277 Raymond James Financial shares in Q1 2023, an estimated $29.6K.
  • Mount Lucas Management first reported a position in Raymond James Financial in Q4 2021 and held it in 5 quarters.
  • Mount Lucas Management's Raymond James Financial position peaked at $4.56M in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2023.

Based on Mount Lucas Management's 13F filing for Q1 2023, filed 12 May 2023.