EWM
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Executive Wealth Management’s Ryder R Stock Holding History

Executive 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
Q3 		– Sell
-198
Closed -$12K – 622
2019
Q2 		$12K Buy
198
+1
+0.5% +$60 ﹤0.01% 583
2019
Q1 		$12K Hold
197
– – ﹤0.01% 518
2018
Q4 		$9K Buy
+197
New +$11.3K ﹤0.01% 586

Other funds holding R

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $34.1B AUM 23.81% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Executive Wealth Management's R Position: Q3 2019 in Review

Executive Wealth Management sold out of Ryder (R) in Q3 2019, closing a stake of 198 shares — an estimated $12K sold.

Executive Wealth Management first reported a position in R in Q4 2018 and held it in 3 quarters. The position peaked at $12K in Q2 2019. 291 funds tracked by Wall St. Rank hold R as of Q3 2019.

  • Executive Wealth Management reported no remaining Ryder position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 198 Ryder shares in Q3 2019, an estimated $12K.
  • Executive Wealth Management first reported a position in Ryder in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Ryder position peaked at $12K in Q2 2019.
  • 291 funds tracked by Wall St. Rank held Ryder as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.