Southpoint Capital Advisors’s Raymond James Financial RJF Stock Holding History

Southpoint Capital 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
2023 Q2	–	Sell	-400,000	Closed	-$37.3M	–	54
2023 Q1	$37.3M	Sell	400,000 -900,000	-69%	-$95.3M	0.85%	35
2022 Q4	$139M	Sell	1,300,000 -800,000	-38%	-$89.8M	3.59%	9
2022 Q3	$208M	Hold	2,100,000	–	–	5.59%	4
2022 Q2	$188M	Buy	2,100,000 +300,000	+17%	+$29.4M	5.33%	4
2022 Q1	$198M	Buy	1,800,000 +400,000	+29%	+$42.4M	3.84%	9
2021 Q4	$141M	Buy	1,400,000 +200,000	+17%	+$19.8M	2.7%	16
2021 Q3	$111M	Buy	1,200,000 +450,000	+60%	+$40.3M	2.36%	23
2021 Q2	$65M	Hold	750,000	–	–	1.13%	32
2021 Q1	$61.3M	Buy	+750,000	New	+$55.9M	0.98%	33

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Southpoint Capital Advisors's RJF Position: Q2 2023 in Review

Southpoint Capital Advisors sold out of Raymond James Financial (RJF) in Q2 2023, closing a stake of 400,000 shares — an estimated $37.3M sold.

Southpoint Capital Advisors first reported a position in RJF in Q1 2021 and held it in 9 quarters. The position peaked at $208M in Q3 2022. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

Southpoint Capital Advisors reported no remaining Raymond James Financial position as of Q2 2023 after selling out during the quarter.
Southpoint Capital Advisors sold 400,000 Raymond James Financial shares in Q2 2023, an estimated $37.3M.
Southpoint Capital Advisors first reported a position in Raymond James Financial in Q1 2021 and held it in 9 quarters.
Southpoint Capital Advisors's Raymond James Financial position peaked at $208M in Q3 2022.
642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on Southpoint Capital Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.