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Stonnington Group’s Raymond James Financial RJF Stock Holding History

Stonnington 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
Q1 		$371K Buy
+4,000
New +$424K 0.1% 174
2022
Q2 		– Sell
-2,000
Closed -$216K – 246
2022
Q1 		$216K Buy
+2,000
New +$212K 0.05% 226

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stonnington Group's RJF Position: Q1 2023 in Review

Stonnington Group opened a new position in Raymond James Financial (RJF) in Q1 2023: 4,000 shares worth $371K. The stake represents 0.1% of the portfolio and ranks #174 among its holdings. This is a return to the name: Stonnington Group previously reported a position in RJF as recently as Q1 2022.

Stonnington Group first reported a position in RJF in Q1 2022 and has held it in 2 quarters since. 661 funds tracked by Wall St. Rank hold RJF as of Q1 2023.

  • Stonnington Group held 4,000 shares of Raymond James Financial worth $371K as of Q1 2023.
  • Raymond James Financial was a new Stonnington Group position in Q1 2023.
  • Raymond James Financial made up 0.1% of Stonnington Group's portfolio in Q1 2023, its #174 holding.
  • Stonnington Group first reported a position in Raymond James Financial in Q1 2022 and has held it in 2 quarters since.
  • 661 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.