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DFPG Investments’s Ryan Specialty Holdings RYAN Stock Holding History

DFPG Investments’s Portfolio RYAN Stock Details RYAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$280K Sell
6,601
-956
-13% -$43.1K 0.02% 531
2023
Q3 		$338K Sell
7,557
-11,053
-59% -$512K 0.03% 447
2023
Q2 		$841K Buy
18,610
+250
+1% +$10.5K 0.08% 263
2023
Q1 		$739K Buy
18,360
+896
+5% +$36.8K 0.08% 257
2022
Q4 		$754K Buy
+17,464
New +$714K 0.12% 188

Other funds holding RYAN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DFPG Investments's RYAN Position: Q4 2023 in Review

DFPG Investments reduced its Ryan Specialty Holdings (RYAN) stake by 13% in Q4 2023, selling an estimated $43.1K and leaving 6,601 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #531.

DFPG Investments first reported a position in RYAN in Q4 2022 and has held it in 5 quarters since. The position peaked at $841K in Q2 2023. 255 funds tracked by Wall St. Rank hold RYAN as of Q4 2023.

  • DFPG Investments held 6,601 shares of Ryan Specialty Holdings worth $280K as of Q4 2023.
  • DFPG Investments sold 956 Ryan Specialty Holdings shares in Q4 2023, an estimated $43.1K.
  • Ryan Specialty Holdings made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #531 holding.
  • DFPG Investments first reported a position in Ryan Specialty Holdings in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's Ryan Specialty Holdings position peaked at $841K in Q2 2023.
  • 255 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.