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Prism Advisors’s Ryder R Stock Holding History

Prism Advisors’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
Q2 		– Sell
-76,692
Closed -$2.03M – 64
2020
Q1 		$2.03M Buy
76,692
+29,155
+61% +$1.23M 1.31% 28
2019
Q4 		$2.58M Buy
47,537
+1,195
+3% +$62.2K 1.31% 24
2019
Q3 		$2.4M Buy
46,342
+5,467
+13% +$286K 1.34% 23
2019
Q2 		$2.38M Buy
40,875
+1,233
+3% +$73.4K 1.36% 22
2019
Q1 		$2.46M Buy
39,642
+1,788
+5% +$105K 1.41% 18
2018
Q4 		$1.82M Buy
37,854
+3,105
+9% +$178K 1.16% 23
2018
Q3 		$2.24M Sell
34,749
-1,777
-5% -$135K 1.3% 22
2018
Q2 		$2.67M Buy
36,526
+2,730
+8% +$191K 1.42% 17
2018
Q1 		$2.32M Buy
33,796
+1,146
+4% +$92.3K 1.31% 20
2017
Q4 		$2.75M Buy
+32,650
New +$2.67M 1.52% 16

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return