ARM
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Adirondack Research & Management’s Stoneridge SRI Stock Holding History

Adirondack Research & 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
2018
Q2 		– Sell
-34,186
Closed -$944K – 118
2018
Q1 		$944K Sell
34,186
-138,122
-80% -$3.37M 0.38% 66
2017
Q4 		$3.94M Sell
172,308
-25,286
-13% -$565K 1.55% 26
2017
Q3 		$3.91M Buy
197,594
+15,000
+8% +$248K 1.53% 25
2017
Q2 		$2.81M Buy
182,594
+110,166
+152% +$1.85M 1.1% 39
2017
Q1 		$1.31M Buy
+72,428
New +$1.27M 0.47% 62

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Vanguard Group
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SAM
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Royal Bank of Canada
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return