SYSTM Wealth Solutions’s Ryan Specialty Holdings RYAN Stock Holding History

SYSTM Wealth Solutions’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
2024 Q3	–	Sell	-58,558	Closed	-$3.39M	–	520
2024 Q2	$3.39M	Sell	58,558 -10,489	-15%	-$560K	0.76%	41
2024 Q1	$3.83M	Buy	69,047 +20,809	+43%	+$994K	0.48%	53
2023 Q4	$2.08M	Sell	48,238 -8,193	-15%	-$369K	0.29%	100
2023 Q3	$2.73M	Buy	56,431 +2,389	+4%	+$111K	0.42%	55
2023 Q2	$2.43M	Buy	54,042 +2,223	+4%	+$93.6K	0.33%	74
2023 Q1	$2.09M	Buy	51,819 +4,115	+9%	+$169K	0.32%	77
2022 Q4	$1.98M	Buy	+47,704	New	+$1.95M	0.25%	112

Other funds holding RYAN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

SYSTM Wealth Solutions's RYAN Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Ryan Specialty Holdings (RYAN) in Q3 2024, closing a stake of 58,558 shares — an estimated $3.39M sold.

SYSTM Wealth Solutions first reported a position in RYAN in Q4 2022 and held it in 7 quarters. The position peaked at $3.83M in Q1 2024. 347 funds tracked by Wall St. Rank hold RYAN as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Ryan Specialty Holdings position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 58,558 Ryan Specialty Holdings shares in Q3 2024, an estimated $3.39M.
SYSTM Wealth Solutions first reported a position in Ryan Specialty Holdings in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's Ryan Specialty Holdings position peaked at $3.83M in Q1 2024.
347 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.