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AJO LP’s Stoneridge SRI Stock Holding History

AJO LP’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
2013
Q4 		– Sell
-35,100
Closed -$379K – 510
2013
Q3 		$379K Buy
+35,100
New +$434K ﹤0.01% 461

Other funds holding SRI

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

AJO LP's SRI Position: Q4 2013 in Review

AJO LP sold out of Stoneridge (SRI) in Q4 2013, closing a stake of 35,100 shares — an estimated $379K sold.

AJO LP first reported a position in SRI in Q3 2013 and held it in 1 quarter. The position peaked at $379K in Q3 2013. 114 funds tracked by Wall St. Rank hold SRI as of Q4 2013.

  • AJO LP reported no remaining Stoneridge position as of Q4 2013 after selling out during the quarter.
  • AJO LP sold 35,100 Stoneridge shares in Q4 2013, an estimated $379K.
  • AJO LP first reported a position in Stoneridge in Q3 2013 and held it in 1 quarter.
  • AJO LP's Stoneridge position peaked at $379K in Q3 2013.
  • 114 funds tracked by Wall St. Rank held Stoneridge as of Q4 2013.

Based on AJO LP's 13F filing for Q4 2013, filed 13 Feb 2014.