PA
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Pinnacle Associates’s Ryder R Stock Holding History

Pinnacle Associates’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
2020
Q1 		– Sell
-18,155
Closed -$986K – 710
2019
Q4 		$986K Buy
18,155
+50
+0.3% +$2.6K 0.02% 413
2019
Q3 		$937K Buy
18,105
+6,650
+58% +$347K 0.02% 410
2019
Q2 		$668K Buy
11,455
+2,050
+22% +$122K 0.02% 486
2019
Q1 		$583K Buy
9,405
+3,450
+58% +$202K 0.01% 505
2018
Q4 		$287K Buy
5,955
+3,065
+106% +$176K 0.01% 586
2018
Q3 		$211K Sell
2,890
-350
-11% -$26.7K ﹤0.01% 670
2018
Q2 		$233K Buy
+3,240
New +$227K ﹤0.01% 639
2017
Q1 		– Sell
-6,150
Closed -$458K – 666
2016
Q4 		$458K Sell
6,150
-875
-12% -$64.5K 0.01% 494
2016
Q3 		$463K Buy
7,025
+300
+4% +$19.6K 0.01% 483
2016
Q2 		$411K Sell
6,725
-400
-6% -$26.5K 0.01% 498
2016
Q1 		$462K Buy
7,125
+1,100
+18% +$62.5K 0.01% 467
2015
Q4 		$342K Buy
+6,025
New +$398K 0.01% 516

Other funds holding R

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return