Stone Ridge Asset Management’s Raymond James Financial RJF Stock Holding History

Stone Ridge Asset 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
2020 Q1	–	Sell	-14,447	Closed	-$862K	–	893
2019 Q4	$862K	Sell	14,447 -1,500	-9%	-$86.6K	0.05%	438
2019 Q3	$877K	Buy	15,947 +3,300	+26%	+$179K	0.05%	449
2019 Q2	$713K	Buy	12,647 +750	+6%	+$42.7K	0.04%	558
2019 Q1	$638K	Buy	11,897 +6,900	+138%	+$369K	0.04%	617
2018 Q4	$248K	Buy	+4,997	New	+$266K	0.02%	1063
2018 Q1	–	Sell	-45,497	Closed	-$2.71M	–	1376
2017 Q4	$2.71M	Buy	+45,497	New	+$2.62M	0.17%	113

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Stone Ridge Asset Management's RJF Position: Q1 2020 in Review

Stone Ridge Asset Management sold out of Raymond James Financial (RJF) in Q1 2020, closing a stake of 14,447 shares — an estimated $862K sold.

Stone Ridge Asset Management first reported a position in RJF in Q4 2017 and held it in 6 quarters. The position peaked at $2.71M in Q4 2017. 462 funds tracked by Wall St. Rank hold RJF as of Q1 2020.

Stone Ridge Asset Management reported no remaining Raymond James Financial position as of Q1 2020 after selling out during the quarter.
Stone Ridge Asset Management sold 14,447 Raymond James Financial shares in Q1 2020, an estimated $862K.
Stone Ridge Asset Management first reported a position in Raymond James Financial in Q4 2017 and held it in 6 quarters.
Stone Ridge Asset Management's Raymond James Financial position peaked at $2.71M in Q4 2017.
462 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2020.

Based on Stone Ridge Asset Management's 13F filing for Q1 2020, filed 5 May 2020.