JGIA
R icon

Jackson Grant Investment Advisers’s Ryder R Stock Holding History

Jackson Grant Investment Advisers’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
2023
Q2 		– Sell
-408
Closed -$36.4K – 459
2023
Q1 		$36.4K Hold
408
– – 0.02% 208
2022
Q4 		$34.1K Hold
408
– – 0.02% 212
2022
Q3 		$31K Hold
408
– – 0.02% 226
2022
Q2 		$29K Hold
408
– – 0.01% 237
2022
Q1 		$32K Hold
408
– – 0.01% 248
2021
Q4 		$34K Hold
408
– – 0.02% 199
2021
Q3 		$34K Hold
408
– – 0.02% 239
2021
Q2 		$30K Hold
408
– – 0.01% 259
2021
Q1 		$31K Hold
408
– – 0.01% 246
2020
Q4 		$25K Buy
+408
New +$22.7K 0.01% 234

Other funds holding R

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return