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Mosaic Family Wealth’s Ryder R Stock Holding History

Mosaic Family Wealth’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
2018
Q3 		– Sell
-61
Closed -$4K – 675
2018
Q2 		$4K Hold
61
– – ﹤0.01% 609
2018
Q1 		$4K Hold
61
– – ﹤0.01% 601
2017
Q4 		$5K Hold
61
– – ﹤0.01% 594
2017
Q3 		$5K Hold
61
– – ﹤0.01% 715
2017
Q2 		$4K Hold
61
– – ﹤0.01% 616
2017
Q1 		$5K Hold
61
– – ﹤0.01% 585
2016
Q4 		$5K Sell
61
-26
-30% -$1.92K ﹤0.01% 563
2016
Q3 		$6K Sell
87
-54
-38% -$3.54K ﹤0.01% 563
2016
Q2 		$9K Hold
141
– – ﹤0.01% 542
2016
Q1 		$9K Hold
141
– – ﹤0.01% 540
2015
Q4 		$8K Buy
+141
New +$9.32K ﹤0.01% 552

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Mosaic Family Wealth's R Position: Q3 2018 in Review

Mosaic Family Wealth sold out of Ryder (R) in Q3 2018, closing a stake of 61 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in R in Q4 2015 and held it in 11 quarters. The position peaked at $9K in Q2 2016. 340 funds tracked by Wall St. Rank hold R as of Q3 2018.

  • Mosaic Family Wealth reported no remaining Ryder position as of Q3 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 61 Ryder shares in Q3 2018, an estimated $4K.
  • Mosaic Family Wealth first reported a position in Ryder in Q4 2015 and held it in 11 quarters.
  • Mosaic Family Wealth's Ryder position peaked at $9K in Q2 2016.
  • 340 funds tracked by Wall St. Rank held Ryder as of Q3 2018.

Based on Mosaic Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.