Y-Intercept (HK)’s Ryder R Stock Holding History

Y-Intercept (HK)’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 Q2	$291K	Sell	1,102 -9,829	-90%	-$2.4M	0.01%	1476
2026 Q1	$2.24M	Buy	+10,931	New	+$2.21M	0.04%	663
2024 Q3	–	Sell	-8,243	Closed	-$1.02M	–	1718
2024 Q2	$1.02M	Buy	8,243 +803	+11%	+$97K	0.06%	484
2024 Q1	$894K	Buy	7,440 +1,810	+32%	+$206K	0.07%	435
2023 Q4	$648K	Buy	+5,630	New	+$592K	0.06%	479
2023 Q3	–	Sell	-5,616	Closed	-$476K	–	1494
2023 Q2	$476K	Buy	+5,616	New	+$462K	0.05%	579
2022 Q3	–	Sell	-10,185	Closed	-$724K	–	1218
2022 Q2	$724K	Buy	+10,185	New	+$747K	0.1%	312
2022 Q1	–	Sell	-2,970	Closed	-$245K	–	907
2021 Q4	$245K	Buy	+2,970	New	+$249K	0.06%	458

Other funds holding R

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return