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University of Notre Dame du Lac’s Raymond James Financial RJF Stock Holding History

University of Notre Dame du Lac’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
2019
Q1 		– Sell
-145,442
Closed -$7.21M – 66
2018
Q4 		$7.21M Sell
145,442
-5,242
-3% -$279K 1.75% 25
2018
Q3 		$9.25M Buy
+150,684
New +$9.28M 1.72% 26

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

University of Notre Dame du Lac's RJF Position: Q1 2019 in Review

University of Notre Dame du Lac sold out of Raymond James Financial (RJF) in Q1 2019, closing a stake of 145,442 shares — an estimated $7.21M sold.

University of Notre Dame du Lac first reported a position in RJF in Q3 2018 and held it in 2 quarters. The position peaked at $9.25M in Q3 2018. 500 funds tracked by Wall St. Rank hold RJF as of Q1 2019.

  • University of Notre Dame du Lac reported no remaining Raymond James Financial position as of Q1 2019 after selling out during the quarter.
  • University of Notre Dame du Lac sold 145,442 Raymond James Financial shares in Q1 2019, an estimated $7.21M.
  • University of Notre Dame du Lac first reported a position in Raymond James Financial in Q3 2018 and held it in 2 quarters.
  • University of Notre Dame du Lac's Raymond James Financial position peaked at $9.25M in Q3 2018.
  • 500 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2019.

Based on University of Notre Dame du Lac's 13F filing for Q1 2019, filed 15 May 2019.