Stoneridge Investment Partners’s Ryder R Stock Holding History

Stoneridge Investment Partners’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
2016 Q4	–	Sell	-33,397	Closed	-$2.2M	–	331
2016 Q3	$2.2M	Sell	33,397 -21,527	-39%	-$1.41M	0.32%	113
2016 Q2	$3.36M	Sell	54,924 -12,294	-18%	-$814K	0.5%	64
2016 Q1	$4.35M	Buy	67,218 +26,469	+65%	+$1.5M	0.64%	49
2015 Q4	$2.32M	Buy	40,749 +1,550	+4%	+$102K	0.31%	100
2015 Q3	$2.9M	Buy	39,199 +500	+1%	+$42.7K	0.41%	72
2015 Q2	$3.38M	Sell	38,699 -2,053	-5%	-$194K	0.42%	63
2015 Q1	$3.87M	Sell	40,752 -2,266	-5%	-$208K	0.45%	73
2014 Q4	$3.99M	Sell	43,018 -290	-0.7%	-$25.9K	0.53%	65
2014 Q3	$3.9M	Buy	43,308 +100	+0.2%	+$8.97K	0.58%	56
2014 Q2	$3.81M	Sell	43,208 -750	-2%	-$62.8K	0.57%	58
2014 Q1	$3.51M	Sell	43,958 -1,200	-3%	-$88.9K	0.68%	53
2013 Q4	$3.33M	Buy	45,158 +1,100	+2%	+$72.9K	0.64%	61
2013 Q3	$2.63M	Sell	44,058 -1,200	-3%	-$72K	0.58%	59
2013 Q2	$2.75M	Buy	+45,258	New	+$2.72M	0.64%	60

Other funds holding R

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management

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

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

Dimensional Fund Advisors

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return