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Bell Investment Advisors’s Ryder R Stock Holding History

Bell Investment Advisors’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 		$4.09K Buy
20
+3
+18% +$607 ﹤0.01% 1047
2025
Q4 		$3.25K Hold
17
– – ﹤0.01% 1164
2025
Q3 		$3.21K Sell
17
-7
-29% -$1.26K ﹤0.01% 1131
2025
Q2 		$3.82K Hold
24
– – ﹤0.01% 1111
2025
Q1 		$3.45K Hold
24
– – ﹤0.01% 1086
2024
Q4 		$3.77K Sell
24
-16
-40% -$2.5K ﹤0.01% 1064
2024
Q3 		$5.83K Sell
40
-6
-13% -$813 ﹤0.01% 856
2024
Q2 		$5.7K Hold
46
– – ﹤0.01% 857
2024
Q1 		$5.53K Sell
46
-4
-8% -$455 ﹤0.01% 859
2023
Q4 		$5.75K Buy
50
+9
+22% +$946 ﹤0.01% 806
2023
Q3 		$4.38K Buy
41
+16
+64% +$1.56K ﹤0.01% 877
2023
Q2 		$2.12K Buy
25
+12
+92% +$988 ﹤0.01% 1264
2023
Q1 		$1.16K Sell
13
-12
-48% -$1.1K ﹤0.01% 1493
2022
Q4 		$2.09K Buy
+25
New +$2.1K ﹤0.01% 1269
2021
Q4 		$1K Hold
12
– – ﹤0.01% 1570
2021
Q3 		$1K Buy
+12
New +$924 ﹤0.01% 1531

Other funds holding R

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
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