Venturi Wealth Management’s Ryder R Stock Holding History

Venturi Wealth 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
2025 Q1	–	Sell	-37	Closed	-$5.8K	–	1528
2024 Q4	$5.8K	Hold	37	–	–	﹤0.01%	1606
2024 Q3	$5.39K	Buy	+37	New	+$5.01K	﹤0.01%	1378

Other funds holding R

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Venturi Wealth Management's R Position: Q1 2025 in Review

Venturi Wealth Management sold out of Ryder (R) in Q1 2025, closing a stake of 37 shares — an estimated $5.8K sold.

Venturi Wealth Management first reported a position in R in Q3 2024 and held it in 2 quarters. The position peaked at $5.8K in Q4 2024. 426 funds tracked by Wall St. Rank hold R as of Q1 2025.

Venturi Wealth Management reported no remaining Ryder position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 37 Ryder shares in Q1 2025, an estimated $5.8K.
Venturi Wealth Management first reported a position in Ryder in Q3 2024 and held it in 2 quarters.
Venturi Wealth Management's Ryder position peaked at $5.8K in Q4 2024.
426 funds tracked by Wall St. Rank held Ryder as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.