Abacus Planning Group’s Ryder R Stock Holding History

Abacus Planning Group’s Portfolio R Stock Details R Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$711K	Sell	3,476 -46	-1%	-$9.3K	0.1%	111
2025 Q4	$674K	Buy	3,522 +1	+0%	+$180	0.09%	107
2025 Q3	$664K	Hold	3,521	–	–	0.09%	105
2025 Q2	$560K	Buy	3,521 +13	+0.4%	+$1.91K	0.08%	114
2025 Q1	$504K	Sell	3,508 -176	-5%	-$27.4K	0.09%	116
2024 Q4	$578K	Hold	3,684	–	–	0.1%	107
2024 Q3	$537K	Hold	3,684	–	–	0.1%	104
2024 Q2	$456K	Hold	3,684	–	–	0.09%	116
2024 Q1	$443K	Hold	3,684	–	–	0.09%	117
2023 Q4	$424K	Sell	3,684 -112	-3%	-$11.8K	0.09%	116
2023 Q3	$406K	Sell	3,796 -79	-2%	-$7.69K	0.1%	110
2023 Q2	$329K	Buy	3,875 +918	+31%	+$75.6K	0.08%	129
2023 Q1	$264K	Hold	2,957	–	–	0.07%	148
2022 Q4	$247K	Sell	2,957 -421	-12%	-$35.3K	0.07%	148
2022 Q3	$255K	Sell	3,378 -1,672	-33%	-$127K	0.08%	143
2022 Q2	$359K	Buy	+5,050	New	+$370K	0.11%	124
2018 Q4	–	Sell	-7,555	Closed	-$552K	–	153
2018 Q3	$552K	Buy	7,555 +292	+4%	+$22.3K	0.37%	61
2018 Q2	$521K	Buy	7,263 +2,719	+60%	+$191K	0.39%	59
2018 Q1	$331K	Buy	+4,544	New	+$366K	0.27%	86

Other funds holding R

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return