RJA
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Raymond James & Associates’s loanDepot LDI Stock Holding History

Raymond James & Associates’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-38,012
Closed -$158K – 4135
2022
Q1 		$158K Sell
38,012
-13,058
-26% -$56.7K ﹤0.01% 3731
2021
Q4 		$245K Buy
51,070
+8,625
+20% +$50.5K ﹤0.01% 3571
2021
Q3 		$287K Sell
42,445
-4,633
-10% -$43.2K ﹤0.01% 3445
2021
Q2 		$605K Buy
47,078
+29,852
+173% +$487K ﹤0.01% 2947
2021
Q1 		$343K Buy
+17,226
New +$367K ﹤0.01% 3267

Other funds holding LDI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return
HV
HST Ventures Park City, Utah $366M AUM 42.6% 1-Year Est. Return

Raymond James & Associates's LDI Position: Q2 2022 in Review

Raymond James & Associates sold out of loanDepot (LDI) in Q2 2022, closing a stake of 38,012 shares — an estimated $158K sold.

Raymond James & Associates first reported a position in LDI in Q1 2021 and held it in 5 quarters. The position peaked at $605K in Q2 2021. 50 funds tracked by Wall St. Rank hold LDI as of Q2 2022.

  • Raymond James & Associates reported no remaining loanDepot position as of Q2 2022 after selling out during the quarter.
  • Raymond James & Associates sold 38,012 loanDepot shares in Q2 2022, an estimated $158K.
  • Raymond James & Associates first reported a position in loanDepot in Q1 2021 and held it in 5 quarters.
  • Raymond James & Associates's loanDepot position peaked at $605K in Q2 2021.
  • 50 funds tracked by Wall St. Rank held loanDepot as of Q2 2022.

Based on Raymond James & Associates's 13F filing for Q2 2022, filed 12 Aug 2022.