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MorganRosel Wealth Management’s Ryder R Stock Holding History

MorganRosel 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
2023
Q2 		– Sell
-9,129
Closed -$815K – 104
2023
Q1 		$815K Sell
9,129
-2,613
-22% -$241K 0.35% 60
2022
Q4 		$981K Buy
+11,742
New +$986K 0.45% 44

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 $5.72T 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

MorganRosel Wealth Management's R Position: Q2 2023 in Review

MorganRosel Wealth Management sold out of Ryder (R) in Q2 2023, closing a stake of 9,129 shares — an estimated $815K sold.

MorganRosel Wealth Management first reported a position in R in Q4 2022 and held it in 2 quarters. The position peaked at $981K in Q4 2022. 349 funds tracked by Wall St. Rank hold R as of Q2 2023.

  • MorganRosel Wealth Management reported no remaining Ryder position as of Q2 2023 after selling out during the quarter.
  • MorganRosel Wealth Management sold 9,129 Ryder shares in Q2 2023, an estimated $815K.
  • MorganRosel Wealth Management first reported a position in Ryder in Q4 2022 and held it in 2 quarters.
  • MorganRosel Wealth Management's Ryder position peaked at $981K in Q4 2022.
  • 349 funds tracked by Wall St. Rank held Ryder as of Q2 2023.

Based on MorganRosel Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.