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Zurich Insurance Group’s Raymond James Financial RJF Stock Holding History

Zurich Insurance 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
2019
Q4 		– Sell
-71,274
Closed -$3.92M – 435
2019
Q3 		$3.92M Buy
71,274
+2,361
+3% +$128K 0.07% 279
2019
Q2 		$3.88M Buy
68,913
+2,710
+4% +$154K 0.08% 276
2019
Q1 		$3.55M Sell
66,203
-71,257
-52% -$3.82M 0.08% 245
2018
Q4 		$6.82M Buy
137,460
+96,333
+234% +$5.13M 0.16% 168
2018
Q3 		$2.52M Sell
41,127
-5,867
-12% -$361K 0.05% 288
2018
Q2 		$2.8M Buy
46,994
+8,618
+22% +$535K 0.06% 304
2018
Q1 		$2.29M Sell
38,376
-8,492
-18% -$528K 0.05% 366
2017
Q4 		$2.79M Buy
+46,868
New +$2.7M 0.07% 357

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Zurich Insurance Group's RJF Position: Q4 2019 in Review

Zurich Insurance Group sold out of Raymond James Financial (RJF) in Q4 2019, closing a stake of 71,274 shares — an estimated $3.92M sold.

Zurich Insurance Group first reported a position in RJF in Q4 2017 and held it in 8 quarters. The position peaked at $6.82M in Q4 2018. 485 funds tracked by Wall St. Rank hold RJF as of Q4 2019.

  • Zurich Insurance Group reported no remaining Raymond James Financial position as of Q4 2019 after selling out during the quarter.
  • Zurich Insurance Group sold 71,274 Raymond James Financial shares in Q4 2019, an estimated $3.92M.
  • Zurich Insurance Group first reported a position in Raymond James Financial in Q4 2017 and held it in 8 quarters.
  • Zurich Insurance Group's Raymond James Financial position peaked at $6.82M in Q4 2018.
  • 485 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2019.

Based on Zurich Insurance Group's 13F filing for Q4 2019, filed 14 Feb 2020.