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Sumitomo Life Insurance’s Raymond James Financial RJF Stock Holding History

Sumitomo Life Insurance’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 		– Sell
-6,183
Closed -$661K – 266
2022
Q4 		$661K Sell
6,183
-548
-8% -$61.5K 0.05% 221
2022
Q3 		$665K Sell
6,731
-294
-4% -$29.8K 0.03% 219
2022
Q2 		$628K Buy
+7,025
New +$688K 0.02% 230

Other funds holding RJF

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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

Sumitomo Life Insurance's RJF Position: Q1 2023 in Review

Sumitomo Life Insurance sold out of Raymond James Financial (RJF) in Q1 2023, closing a stake of 6,183 shares — an estimated $661K sold.

Sumitomo Life Insurance first reported a position in RJF in Q2 2022 and held it in 3 quarters. The position peaked at $665K in Q3 2022. 661 funds tracked by Wall St. Rank hold RJF as of Q1 2023.

  • Sumitomo Life Insurance reported no remaining Raymond James Financial position as of Q1 2023 after selling out during the quarter.
  • Sumitomo Life Insurance sold 6,183 Raymond James Financial shares in Q1 2023, an estimated $661K.
  • Sumitomo Life Insurance first reported a position in Raymond James Financial in Q2 2022 and held it in 3 quarters.
  • Sumitomo Life Insurance's Raymond James Financial position peaked at $665K in Q3 2022.
  • 661 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2023.

Based on Sumitomo Life Insurance's 13F filing for Q1 2023, filed 27 Apr 2023.