EHWM
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Eads & Heald Wealth Management’s Ryder R Stock Holding History

Eads & Heald Wealth Management’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
2019
Q2 		– Sell
-5,329
Closed -$330K – 128
2019
Q1 		$330K Sell
5,329
-3,181
-37% -$186K 0.19% 114
2018
Q4 		$410K Sell
8,510
-6,224
-42% -$357K 0.27% 109
2018
Q3 		$1.08M Buy
14,734
+305
+2% +$23.2K 0.62% 72
2018
Q2 		$1.04M Sell
14,429
-450
-3% -$31.5K 0.64% 73
2018
Q1 		$1.08M Sell
14,879
-490
-3% -$39.5K 0.69% 72
2017
Q4 		$1.29M Sell
15,369
-3,209
-17% -$262K 0.76% 67
2017
Q3 		$1.57M Sell
18,578
-350
-2% -$26.5K 0.98% 46
2017
Q2 		$1.36M Sell
18,928
-1,760
-9% -$122K 0.87% 54
2017
Q1 		$1.56M Sell
20,688
-55
-0.3% -$4.16K 1.01% 44
2016
Q4 		$1.54M Buy
20,743
+5,421
+35% +$399K 1.05% 41
2016
Q3 		$1.01M Buy
15,322
+94
+0.6% +$6.15K 0.7% 70
2016
Q2 		$931K Sell
15,228
-138
-0.9% -$9.14K 0.64% 74
2016
Q1 		$995K Buy
15,366
+710
+5% +$40.3K 0.69% 69
2015
Q4 		$833K Buy
14,656
+10,301
+237% +$681K 0.58% 76
2015
Q3 		$322K Buy
+4,355
New +$372K 0.23% 116

Other funds holding R

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Eads & Heald Wealth Management's R Position: Q2 2019 in Review

Eads & Heald Wealth Management sold out of Ryder (R) in Q2 2019, closing a stake of 5,329 shares — an estimated $330K sold.

Eads & Heald Wealth Management first reported a position in R in Q3 2015 and held it in 15 quarters. The position peaked at $1.57M in Q3 2017. 306 funds tracked by Wall St. Rank hold R as of Q2 2019.

  • Eads & Heald Wealth Management reported no remaining Ryder position as of Q2 2019 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 5,329 Ryder shares in Q2 2019, an estimated $330K.
  • Eads & Heald Wealth Management first reported a position in Ryder in Q3 2015 and held it in 15 quarters.
  • Eads & Heald Wealth Management's Ryder position peaked at $1.57M in Q3 2017.
  • 306 funds tracked by Wall St. Rank held Ryder as of Q2 2019.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2019, filed 30 Jul 2019.