Lyell Wealth Management’s Ryder R Stock Holding History

Lyell 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
2017 Q2	–	Sell	-24,861	Closed	-$1.88M	–	106
2017 Q1	$1.88M	Sell	24,861 -2,700	-10%	-$204K	1.02%	46
2016 Q4	$2.05M	Buy	+27,561	New	+$2.03M	1.27%	39

Other funds holding R

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Lyell Wealth Management's R Position: Q2 2017 in Review

Lyell Wealth Management sold out of Ryder (R) in Q2 2017, closing a stake of 24,861 shares — an estimated $1.88M sold.

Lyell Wealth Management first reported a position in R in Q4 2016 and held it in 2 quarters. The position peaked at $2.05M in Q4 2016. 289 funds tracked by Wall St. Rank hold R as of Q2 2017.

Lyell Wealth Management reported no remaining Ryder position as of Q2 2017 after selling out during the quarter.
Lyell Wealth Management sold 24,861 Ryder shares in Q2 2017, an estimated $1.88M.
Lyell Wealth Management first reported a position in Ryder in Q4 2016 and held it in 2 quarters.
Lyell Wealth Management's Ryder position peaked at $2.05M in Q4 2016.
289 funds tracked by Wall St. Rank held Ryder as of Q2 2017.

Based on Lyell Wealth Management's 13F filing for Q2 2017, filed 27 Jul 2017.