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SummerHaven Investment Management’s Raymond James Financial RJF Stock Holding History

SummerHaven Investment 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
2021
Q3 		– Sell
-9,396
Closed -$814K – 281
2021
Q2 		$814K Buy
9,396
+232
+3% +$20.2K 0.46% 96
2021
Q1 		$749K Hold
9,164
– – 0.46% 104
2020
Q4 		$584K Buy
+9,164
New +$525K 0.45% 124

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SummerHaven Investment Management's RJF Position: Q3 2021 in Review

SummerHaven Investment Management sold out of Raymond James Financial (RJF) in Q3 2021, closing a stake of 9,396 shares — an estimated $814K sold.

SummerHaven Investment Management first reported a position in RJF in Q4 2020 and held it in 3 quarters. The position peaked at $814K in Q2 2021. 579 funds tracked by Wall St. Rank hold RJF as of Q3 2021.

  • SummerHaven Investment Management reported no remaining Raymond James Financial position as of Q3 2021 after selling out during the quarter.
  • SummerHaven Investment Management sold 9,396 Raymond James Financial shares in Q3 2021, an estimated $814K.
  • SummerHaven Investment Management first reported a position in Raymond James Financial in Q4 2020 and held it in 3 quarters.
  • SummerHaven Investment Management's Raymond James Financial position peaked at $814K in Q2 2021.
  • 579 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2021.

Based on SummerHaven Investment Management's 13F filing for Q3 2021, filed 20 Oct 2021.