Brinker Capital Investments’s Ryder R Stock Holding History

Brinker Capital Investments’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	$370K	Sell	1,807 -455	-20%	-$92K	﹤0.01%	1577
2025 Q4	$433K	Buy	2,262 +52	+2%	+$9.34K	﹤0.01%	1648
2025 Q3	$417K	Buy	2,210 +84	+4%	+$15.2K	﹤0.01%	1617
2025 Q2	$338K	Sell	2,126 -571	-21%	-$83.9K	﹤0.01%	1650
2025 Q1	$388K	Buy	+2,697	New	+$420K	﹤0.01%	1515
2016 Q4	–	Sell	-1	Closed	–	–	614
2016 Q3	$0	Buy	+1	New	+$65	﹤0.01%	598
2016 Q1	–	Sell	-1	Closed	–	–	631
2015 Q4	$0	Sell	1 -4,248	-100%	-$281K	﹤0.01%	699
2015 Q3	$315K	Buy	4,249 +457	+12%	+$39K	0.01%	260
2015 Q2	$331K	Sell	3,792 -405	-10%	-$38.2K	0.01%	248
2015 Q1	$398K	Buy	4,197 +285	+7%	+$26.2K	0.02%	233
2014 Q4	$363K	Buy	3,912 +37	+1%	+$3.3K	0.01%	233
2014 Q3	$349K	Buy	3,875 +131	+3%	+$11.7K	0.01%	222
2014 Q2	$330K	Buy	+3,744	New	+$313K	0.01%	242
2014 Q1	–	Sell	-6,274	Closed	-$463K	–	411
2013 Q4	$463K	Sell	6,274 -8	-0.1%	-$530	0.02%	221
2013 Q3	$375K	Buy	6,282 +288	+5%	+$17.3K	0.02%	223
2013 Q2	$364K	Buy	+5,994	New	+$361K	0.02%	213

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