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AHL Partners’s Stoneridge SRI Stock Holding History

AHL Partners’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
Q4 		– Sell
-25,267
Closed -$501K – 1363
2017
Q3 		$501K Buy
+25,267
New +$418K 0.01% 1051
2017
Q2 		– Sell
-14,976
Closed -$272K – 1225
2017
Q1 		$272K Buy
14,976
+27
+0.2% +$475 0.01% 1098
2016
Q4 		$264K Buy
+14,949
New +$253K 0.01% 987

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
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

AHL Partners's SRI Position: Q4 2017 in Review

AHL Partners sold out of Stoneridge (SRI) in Q4 2017, closing a stake of 25,267 shares — an estimated $501K sold.

AHL Partners first reported a position in SRI in Q4 2016 and held it in 3 quarters. The position peaked at $501K in Q3 2017. 154 funds tracked by Wall St. Rank hold SRI as of Q4 2017.

  • AHL Partners reported no remaining Stoneridge position as of Q4 2017 after selling out during the quarter.
  • AHL Partners sold 25,267 Stoneridge shares in Q4 2017, an estimated $501K.
  • AHL Partners first reported a position in Stoneridge in Q4 2016 and held it in 3 quarters.
  • AHL Partners's Stoneridge position peaked at $501K in Q3 2017.
  • 154 funds tracked by Wall St. Rank held Stoneridge as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.