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Acrospire Investment Management’s Stoneridge SRI Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-4,600
Closed -$71K – 1236
2017
Q2 		$71K Sell
4,600
-5,879
-56% -$98.6K 0.07% 516
2017
Q1 		$190K Buy
10,479
+1,876
+22% +$33K 0.16% 51
2016
Q4 		$152K Sell
8,603
-120
-1% -$2.03K 0.06% 593
2016
Q3 		$161K Sell
8,723
-1,200
-12% -$20.7K 0.11% 241
2016
Q2 		$148K Buy
9,923
+6,521
+192% +$98.5K 0.11% 201
2016
Q1 		$50K Buy
+3,402
New +$42.8K 0.03% 955

Other funds holding SRI

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Acrospire Investment Management's SRI Position: Q3 2017 in Review

Acrospire Investment Management sold out of Stoneridge (SRI) in Q3 2017, closing a stake of 4,600 shares — an estimated $71K sold.

Acrospire Investment Management first reported a position in SRI in Q1 2016 and held it in 6 quarters. The position peaked at $190K in Q1 2017. 141 funds tracked by Wall St. Rank hold SRI as of Q3 2017.

  • Acrospire Investment Management reported no remaining Stoneridge position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 4,600 Stoneridge shares in Q3 2017, an estimated $71K.
  • Acrospire Investment Management first reported a position in Stoneridge in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's Stoneridge position peaked at $190K in Q1 2017.
  • 141 funds tracked by Wall St. Rank held Stoneridge as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.