Next Financial Group’s Ryder R Stock Holding History

Next Financial Group’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
2021 Q4	$37K	Sell	445 -3,489	-89%	-$293K	﹤0.01%	1619
2021 Q3	$326K	Sell	3,934 -283	-7%	-$21.8K	0.03%	630
2021 Q2	$313K	Sell	4,217 -388	-8%	-$30.7K	0.03%	658
2021 Q1	$348K	Buy	4,605 +4,509	+4,697%	+$312K	0.03%	558
2020 Q4	$6K	Sell	96 -21	-18%	-$1.17K	﹤0.01%	1940
2020 Q3	$5K	Buy	+117	New	+$4.73K	﹤0.01%	1861
2020 Q2	–	Sell	-114	Closed	-$3K	–	1601
2020 Q1	$3K	Sell	114 -4,053	-97%	-$171K	﹤0.01%	1853
2019 Q4	$226K	Sell	4,167 -520	-11%	-$27.1K	0.02%	661
2019 Q3	$243K	Sell	4,687 -1,090	-19%	-$56.9K	0.03%	587
2019 Q2	$336K	Sell	5,777 -213	-4%	-$12.7K	0.04%	482
2019 Q1	$371K	Buy	+5,990	New	+$351K	0.09%	194
2014 Q4	–	Sell	-77	Closed	-$7K	–	2265
2014 Q3	$7K	Buy	+77	New	+$6.91K	﹤0.01%	1940

Other funds holding R

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Next Financial Group's R Position: Q4 2021 in Review

Next Financial Group reduced its Ryder (R) stake by 89% in Q4 2021, selling an estimated $293K and leaving 445 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Next Financial Group first reported a position in R in Q3 2014 and has held it in 12 quarters since. The position peaked at $371K in Q1 2019. 354 funds tracked by Wall St. Rank hold R as of Q4 2021.

Next Financial Group held 445 shares of Ryder worth $37K as of Q4 2021.
Next Financial Group sold 3,489 Ryder shares in Q4 2021, an estimated $293K.
Ryder made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1619 holding.
Next Financial Group first reported a position in Ryder in Q3 2014 and has held it in 12 quarters since.
Next Financial Group's Ryder position peaked at $371K in Q1 2019.
354 funds tracked by Wall St. Rank held Ryder as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.