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Otter Creek Advisors’s Raymond James Financial RJF Stock Holding History

Otter Creek Advisors’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
-27,000
Closed -$2.67M – 54
2022
Q3 		$2.67M Buy
+27,000
New +$2.73M 2.17% 27
2018
Q1 		– Sell
-97,641
Closed -$5.81M – 80
2017
Q4 		$5.81M Buy
+97,641
New +$5.63M 0.83% 53

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Otter Creek Advisors's RJF Position: Q4 2022 in Review

Otter Creek Advisors sold out of Raymond James Financial (RJF) in Q4 2022, closing a stake of 27,000 shares — an estimated $2.67M sold.

Otter Creek Advisors first reported a position in RJF in Q4 2017 and held it in 2 quarters. The position peaked at $5.81M in Q4 2017. 699 funds tracked by Wall St. Rank hold RJF as of Q4 2022.

  • Otter Creek Advisors reported no remaining Raymond James Financial position as of Q4 2022 after selling out during the quarter.
  • Otter Creek Advisors sold 27,000 Raymond James Financial shares in Q4 2022, an estimated $2.67M.
  • Otter Creek Advisors first reported a position in Raymond James Financial in Q4 2017 and held it in 2 quarters.
  • Otter Creek Advisors's Raymond James Financial position peaked at $5.81M in Q4 2017.
  • 699 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2022.

Based on Otter Creek Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.