GI
R icon

Gradient Investments’s Ryder R Stock Holding History

Gradient 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
2024
Q3 		– Sell
-188
Closed -$23.3K – 1047
2024
Q2 		$23.3K Buy
+188
New +$22.7K ﹤0.01% 614
2024
Q1 		– Sell
-160
Closed -$18.4K – 1698
2023
Q4 		$18.4K Hold
160
– – ﹤0.01% 717
2023
Q3 		$17.1K Hold
160
– – ﹤0.01% 703
2023
Q2 		$13.6K Buy
+160
New +$13.2K ﹤0.01% 756
2018
Q2 		– Sell
-4
Closed – – 1110
2018
Q1 		$0 Hold
4
– – ﹤0.01% 1129
2017
Q4 		$0 Buy
+4
New +$327 ﹤0.01% 1068
2015
Q3 		– Sell
-12
Closed -$1K – 666
2015
Q2 		$1K Hold
12
– – ﹤0.01% 585
2015
Q1 		$1K Hold
12
– – ﹤0.01% 599
2014
Q4 		$1K Hold
12
– – ﹤0.01% 534
2014
Q3 		$1K Hold
12
– – ﹤0.01% 452
2014
Q2 		$1K Hold
12
– – ﹤0.01% 471
2014
Q1 		$1K Buy
+12
New +$889 ﹤0.01% 493

Other funds holding R

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return