Covestor’s Ryder R Stock Holding History

Covestor’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	$139K	Sell	677 -587	-46%	-$119K	0.1%	167
2025 Q4	$242K	Sell	1,264 -134	-10%	-$24.1K	0.13%	157
2025 Q3	$263K	Sell	1,398 -54	-4%	-$9.74K	0.14%	119
2025 Q2	$231K	Buy	1,452 +175	+14%	+$25.7K	0.14%	127
2025 Q1	$184K	Sell	1,277 -142	-10%	-$22.1K	0.12%	185
2024 Q4	$222K	Sell	1,419 -219	-13%	-$34.2K	0.14%	134
2024 Q3	$239K	Sell	1,638 -270	-14%	-$36.6K	0.15%	124
2024 Q2	$237K	Sell	1,908 -182	-9%	-$22K	0.15%	112
2024 Q1	$251K	Buy	2,090 +1,819	+671%	+$207K	0.16%	90
2023 Q4	$32K	Buy	271 +80	+42%	+$8.41K	0.02%	1032
2023 Q3	$20K	Hold	191	–	–	0.02%	1119
2023 Q2	$16K	Buy	191 +82	+75%	+$6.75K	0.01%	1237
2023 Q1	$10K	Sell	109 -8	-7%	-$736	0.01%	1327
2022 Q4	$10K	Buy	117 +113	+2,825%	+$9.49K	0.01%	1332
2022 Q3	$0	Sell	4 -3,057	-100%	-$233K	﹤0.01%	2479
2022 Q2	$218K	Buy	3,061 +268	+10%	+$19.7K	0.18%	96
2022 Q1	$222K	Buy	2,793 +1,435	+106%	+$112K	0.15%	119
2021 Q4	$112K	Buy	+1,358	New	+$114K	0.16%	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