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Operose Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

Operose Advisors’s Portfolio RYAN Stock Details RYAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,891
Closed -$91.5K – 709
2023
Q3 		$91.5K Buy
+1,891
New +$87.6K 0.04% 225

Other funds holding RYAN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Operose Advisors's RYAN Position: Q4 2023 in Review

Operose Advisors sold out of Ryan Specialty Holdings (RYAN) in Q4 2023, closing a stake of 1,891 shares — an estimated $91.5K sold.

Operose Advisors first reported a position in RYAN in Q3 2023 and held it in 1 quarter. The position peaked at $91.5K in Q3 2023. 255 funds tracked by Wall St. Rank hold RYAN as of Q4 2023.

  • Operose Advisors reported no remaining Ryan Specialty Holdings position as of Q4 2023 after selling out during the quarter.
  • Operose Advisors sold 1,891 Ryan Specialty Holdings shares in Q4 2023, an estimated $91.5K.
  • Operose Advisors first reported a position in Ryan Specialty Holdings in Q3 2023 and held it in 1 quarter.
  • Operose Advisors's Ryan Specialty Holdings position peaked at $91.5K in Q3 2023.
  • 255 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.