Aigen Investment Management’s Stoneridge SRI Stock Holding History

Aigen 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
2025 Q4	–	Sell	-10,123	Closed	-$77.1K	–	957
2025 Q3	$77.1K	Buy	+10,123	New	+$80.2K	0.01%	752
2021 Q3	–	Sell	-6,965	Closed	-$205K	–	646
2021 Q2	$205K	Sell	6,965 -590	-8%	-$18.7K	0.04%	398
2021 Q1	$240K	Sell	7,555 -3,812	-34%	-$120K	0.03%	484
2020 Q4	$344K	Sell	11,367 -13,097	-54%	-$339K	0.04%	517
2020 Q3	$449K	Sell	24,464 -10,490	-30%	-$214K	0.06%	428
2020 Q2	$722K	Buy	34,954 +26,960	+337%	+$505K	0.09%	348
2020 Q1	$134K	Sell	7,994 -8,544	-52%	-$212K	0.02%	812
2019 Q4	$485K	Buy	+16,538	New	+$509K	0.08%	321

Other funds holding SRI

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return