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Surevest’s Ryder R Stock Holding History

Surevest’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
-34,847
Closed -$1.89M – 132
2019
Q4 		$1.89M Buy
34,847
+5,236
+18% +$272K 0.81% 63
2019
Q3 		$1.53M Buy
29,611
+8,096
+38% +$423K 0.75% 58
2019
Q2 		$1.25M Buy
21,515
+9,118
+74% +$543K 0.65% 64
2019
Q1 		$768K Buy
12,397
+7,267
+142% +$425K 0.47% 59
2018
Q4 		$247K Buy
+5,130
New +$294K 0.2% 114

Other funds holding R

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Surevest's R Position: Q1 2020 in Review

Surevest sold out of Ryder (R) in Q1 2020, closing a stake of 34,847 shares — an estimated $1.89M sold.

Surevest first reported a position in R in Q4 2018 and held it in 5 quarters. The position peaked at $1.89M in Q4 2019. 246 funds tracked by Wall St. Rank hold R as of Q1 2020.

  • Surevest reported no remaining Ryder position as of Q1 2020 after selling out during the quarter.
  • Surevest sold 34,847 Ryder shares in Q1 2020, an estimated $1.89M.
  • Surevest first reported a position in Ryder in Q4 2018 and held it in 5 quarters.
  • Surevest's Ryder position peaked at $1.89M in Q4 2019.
  • 246 funds tracked by Wall St. Rank held Ryder as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.