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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

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $84.2B AUM 55.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Adirondack Research & Management's SRI Position: Q2 2018 in Review

Adirondack Research & Management sold out of Stoneridge (SRI) in Q2 2018, closing a stake of 34,186 shares — an estimated $944K sold.

Adirondack Research & Management first reported a position in SRI in Q1 2017 and held it in 5 quarters. The position peaked at $3.94M in Q4 2017. 190 funds tracked by Wall St. Rank hold SRI as of Q2 2018.

  • Adirondack Research & Management reported no remaining Stoneridge position as of Q2 2018 after selling out during the quarter.
  • Adirondack Research & Management sold 34,186 Stoneridge shares in Q2 2018, an estimated $944K.
  • Adirondack Research & Management first reported a position in Stoneridge in Q1 2017 and held it in 5 quarters.
  • Adirondack Research & Management's Stoneridge position peaked at $3.94M in Q4 2017.
  • 190 funds tracked by Wall St. Rank held Stoneridge as of Q2 2018.

Based on Adirondack Research & Management's 13F filing for Q2 2018, filed 14 Aug 2018.