AR
SRI icon

Advisory Research’s Stoneridge SRI Stock Holding History

Advisory Research’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
2015
Q2 		– Sell
-14,875
Closed -$168K – 332
2015
Q1 		$168K Sell
14,875
-145,365
-91% -$1.75M ﹤0.01% 323
2014
Q4 		$2.06M Buy
160,240
+3,220
+2% +$37.7K 0.02% 199
2014
Q3 		$1.77M Buy
+157,020
New +$1.83M 0.02% 211

Other funds holding SRI

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Advisory Research's SRI Position: Q2 2015 in Review

Advisory Research sold out of Stoneridge (SRI) in Q2 2015, closing a stake of 14,875 shares — an estimated $168K sold.

Advisory Research first reported a position in SRI in Q3 2014 and held it in 3 quarters. The position peaked at $2.06M in Q4 2014. 96 funds tracked by Wall St. Rank hold SRI as of Q2 2015.

  • Advisory Research reported no remaining Stoneridge position as of Q2 2015 after selling out during the quarter.
  • Advisory Research sold 14,875 Stoneridge shares in Q2 2015, an estimated $168K.
  • Advisory Research first reported a position in Stoneridge in Q3 2014 and held it in 3 quarters.
  • Advisory Research's Stoneridge position peaked at $2.06M in Q4 2014.
  • 96 funds tracked by Wall St. Rank held Stoneridge as of Q2 2015.

Based on Advisory Research's 13F filing for Q2 2015, filed 14 Aug 2015.