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Renaissance Group’s Raymond James Financial RJF Stock Holding History

Renaissance 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
2023
Q2 		– Sell
-234,859
Closed -$21.9M – 276
2023
Q1 		$21.9M Sell
234,859
-6,170
-3% -$654K 1% 54
2022
Q4 		$25.8M Sell
241,029
-7,448
-3% -$836K 1.26% 43
2022
Q3 		$24.6M Buy
248,477
+16,937
+7% +$1.72M 1.32% 36
2022
Q2 		$20.7M Sell
231,540
-15,595
-6% -$1.53M 1.07% 52
2022
Q1 		$27.2M Buy
+247,135
New +$26.2M 1.22% 40
2013
Q3 		– Sell
-875,214
Closed -$25.1M – 204
2013
Q2 		$25.1M Buy
+875,214
New +$25.3M 1.14% 53

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Renaissance Group's RJF Position: Q2 2023 in Review

Renaissance Group sold out of Raymond James Financial (RJF) in Q2 2023, closing a stake of 234,859 shares — an estimated $21.9M sold.

Renaissance Group first reported a position in RJF in Q2 2013 and held it in 6 quarters. The position peaked at $27.2M in Q1 2022. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

  • Renaissance Group reported no remaining Raymond James Financial position as of Q2 2023 after selling out during the quarter.
  • Renaissance Group sold 234,859 Raymond James Financial shares in Q2 2023, an estimated $21.9M.
  • Renaissance Group first reported a position in Raymond James Financial in Q2 2013 and held it in 6 quarters.
  • Renaissance Group's Raymond James Financial position peaked at $27.2M in Q1 2022.
  • 642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on Renaissance Group's 13F filing for Q2 2023, filed 10 Aug 2023.