Balasa Dinverno & Foltz’s Ryder R Stock Holding History

Balasa Dinverno & Foltz’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
2018 Q4	–	Sell	-3,008	Closed	-$220K	–	245
2018 Q3	$220K	Buy	+3,008	New	+$229K	0.02%	224

Other funds holding R

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balasa Dinverno & Foltz's R Position: Q4 2018 in Review

Balasa Dinverno & Foltz sold out of Ryder (R) in Q4 2018, closing a stake of 3,008 shares — an estimated $220K sold.

Balasa Dinverno & Foltz first reported a position in R in Q3 2018 and held it in 1 quarter. The position peaked at $220K in Q3 2018. 297 funds tracked by Wall St. Rank hold R as of Q4 2018.

Balasa Dinverno & Foltz reported no remaining Ryder position as of Q4 2018 after selling out during the quarter.
Balasa Dinverno & Foltz sold 3,008 Ryder shares in Q4 2018, an estimated $220K.
Balasa Dinverno & Foltz first reported a position in Ryder in Q3 2018 and held it in 1 quarter.
Balasa Dinverno & Foltz's Ryder position peaked at $220K in Q3 2018.
297 funds tracked by Wall St. Rank held Ryder as of Q4 2018.

Based on Balasa Dinverno & Foltz's 13F filing for Q4 2018, filed 4 Feb 2019.