Beverly Hills Private Wealth’s Ryder R Stock Holding History

Beverly Hills Private Wealth’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	$570K	Sell	2,784 -63	-2%	-$12.7K	0.1%	171
2025 Q4	$545K	Sell	2,847 -365	-11%	-$65.6K	0.09%	166
2025 Q3	$606K	Sell	3,212 -181	-5%	-$32.6K	0.11%	160
2025 Q2	$539K	Sell	3,393 -300	-8%	-$44.1K	0.1%	166
2025 Q1	$531K	Buy	3,693 +131	+4%	+$20.4K	0.11%	167
2024 Q4	$559K	Sell	3,562 -414	-10%	-$64.7K	0.11%	159
2024 Q3	$580K	Sell	3,976 -658	-14%	-$89.2K	0.12%	168
2024 Q2	$574K	Sell	4,634 -293	-6%	-$35.4K	0.12%	172
2024 Q1	$592K	Sell	4,927 -369	-7%	-$42K	0.14%	164
2023 Q4	$609K	Sell	5,296 -454	-8%	-$47.7K	0.16%	141
2023 Q3	$615K	Sell	5,750 -5,897	-51%	-$574K	0.18%	122
2023 Q2	$1.18M	Buy	11,647 +5,941	+104%	+$489K	0.19%	117
2023 Q1	$509K	Buy	5,706 +680	+14%	+$62.6K	0.16%	143
2022 Q4	$420K	Buy	+5,026	New	+$422K	0.18%	127

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