Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TAM
Trillium Asset Management’s
Ryder
R
Stock Holding History
Trillium Asset Management’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
-40,000
Closed
-$2.92M
–
241
2018
Q3
$2.92M
Hold
40,000
–
–
0.15%
141
2018
Q2
$2.87M
Sell
40,000
-187
-0.5%
-$13.1K
0.15%
140
2018
Q1
$2.92M
Sell
40,187
-4,813
-11%
-$388K
0.16%
133
2017
Q4
$3.79M
Hold
45,000
–
–
0.21%
128
2017
Q3
$3.81M
Hold
45,000
–
–
0.22%
121
2017
Q2
$3.24M
Hold
45,000
–
–
0.19%
130
2017
Q1
$3.4M
Sell
45,000
-175
-0.4%
-$13.2K
0.22%
122
2016
Q4
$3.36M
Sell
45,175
-25,000
-36%
-$1.84M
0.22%
121
2016
Q3
$4.63M
Sell
70,175
-3,447
-5%
-$226K
0.3%
109
2016
Q2
$4.5M
Hold
73,622
–
–
0.3%
114
2016
Q1
$4.77M
Hold
73,622
–
–
0.32%
107
2015
Q4
$4.18M
Buy
73,622
+14,722
+25%
+$973K
0.28%
115
2015
Q3
$4.36M
Hold
58,900
–
–
0.31%
107
2015
Q2
$5.15M
Sell
58,900
-1,475
-2%
-$139K
0.33%
109
2015
Q1
$5.73M
Sell
60,375
-4,625
-7%
-$425K
0.37%
101
2014
Q4
$6.04M
Buy
+65,000
New
+$5.8M
0.41%
102
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
New York
$30.8B AUM
11.29%
1-Year Est. Return
LM
Luminus Management
Houston, Texas
$166M AUM
75.95%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Artisan Partners
Milwaukee, Wisconsin
$61.3B AUM
26.25%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
FMI
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close