Tarbox Family Office’s Ryder R Stock Holding History

Tarbox Family Office’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
2018 Q4	–	Sell	-23	Closed	-$2K	–	635
2018 Q3	$2K	Hold	23	–	–	﹤0.01%	531
2018 Q2	$2K	Hold	23	–	–	﹤0.01%	524
2018 Q1	$2K	Sell	23 -9	-28%	-$725	﹤0.01%	527
2017 Q4	$3K	Hold	32	–	–	﹤0.01%	451
2017 Q3	$3K	Hold	32	–	–	﹤0.01%	448
2017 Q2	$2K	Hold	32	–	–	﹤0.01%	493
2017 Q1	$2K	Hold	32	–	–	﹤0.01%	494
2016 Q4	$2K	Hold	32	–	–	﹤0.01%	458
2016 Q3	$2K	Hold	32	–	–	﹤0.01%	450
2016 Q2	$2K	Hold	32	–	–	﹤0.01%	439
2016 Q1	$2K	Sell	32 -10	-24%	-$568	﹤0.01%	449
2015 Q4	$2K	Hold	42	–	–	﹤0.01%	425
2015 Q3	$3K	Hold	42	–	–	﹤0.01%	394
2015 Q2	$4K	Hold	42	–	–	﹤0.01%	342
2015 Q1	$4K	Hold	42	–	–	﹤0.01%	355
2014 Q4	$4K	Hold	42	–	–	﹤0.01%	351
2014 Q3	$4K	Hold	42	–	–	﹤0.01%	353
2014 Q2	$3K	Hold	42	–	–	﹤0.01%	358
2014 Q1	$3K	Hold	42	–	–	﹤0.01%	381
2013 Q4	$3K	Buy	+42	New	+$2.78K	﹤0.01%	429

Other funds holding R

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

LSV Asset Management

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

Artisan Partners

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

Dimensional Fund Advisors

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

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return