2L
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22NW LP’s Stoneridge SRI Stock Holding History

22NW LP’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.9M Buy
2,466,975
+274,211
+13% +$1.88M 8.17% 6
2025
Q4 		$12.7M Buy
2,192,764
+87,164
+4% +$548K 5.34% 7
2025
Q3 		$16M Buy
2,105,600
+162,092
+8% +$1.28M 7.56% 5
2025
Q2 		$13.7M Buy
1,943,508
+315,855
+19% +$1.55M 8.62% 4
2025
Q1 		$7.47M Buy
1,627,653
+1,284,866
+375% +$6.53M 5.01% 6
2024
Q4 		$2.15M Buy
+342,787
New +$2.63M 1.36% 12

Other funds holding SRI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $195M AUM 39.67% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $176M AUM 41.5% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return