Truvestments Capital’s Ryder R Stock Holding History

Truvestments Capital’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
2026 Q1	$5.39M	Sell	26,330 -1,416	-5%	-$286K	0.97%	14
2025 Q4	$5.31M	Sell	27,746 -774	-3%	-$139K	0.97%	14
2025 Q3	$5.38M	Sell	28,520 -3,188	-10%	-$575K	0.97%	17
2025 Q2	$5.04M	Sell	31,708 -249	-0.8%	-$36.6K	1.01%	15
2025 Q1	$4.6M	Buy	31,957 +5,340	+20%	+$832K	1%	21
2024 Q4	$4.18M	Buy	26,617 +858	+3%	+$134K	1.07%	12
2024 Q3	$3.76M	Sell	25,759 -107	-0.4%	-$14.5K	1.01%	17
2024 Q2	$3.2M	Buy	25,866 +1,223	+5%	+$148K	1.28%	17
2024 Q1	$2.96M	Sell	24,643 -792	-3%	-$90.2K	1.14%	15
2023 Q4	$2.93M	Buy	25,435 +434	+2%	+$45.6K	1.32%	16
2023 Q3	$2.67M	Buy	25,001 +871	+4%	+$84.8K	1.39%	13
2023 Q2	$2.05M	Buy	24,130 +1,987	+9%	+$164K	1.02%	34
2023 Q1	$1.98M	Buy	22,143 +5,343	+32%	+$492K	1.05%	36
2022 Q4	$1.4M	Buy	16,800 +16,616	+9,030%	+$1.39M	0.79%	51
2022 Q3	$14K	Buy	184 +23	+14%	+$1.75K	0.01%	377
2022 Q2	$11K	Buy	+161	New	+$11.8K	0.01%	403

Other funds holding R

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

LSV Asset Management

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return