AJOVista’s Stoneridge SRI Stock Holding History

AJOVista’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
2024 Q1	–	Sell	-2,148	Closed	-$42K	–	372
2023 Q4	$42K	Buy	+2,148	New	+$37.3K	0.05%	311

Other funds holding SRI

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

AJOVista's SRI Position: Q1 2024 in Review

AJOVista sold out of Stoneridge (SRI) in Q1 2024, closing a stake of 2,148 shares — an estimated $42K sold.

AJOVista first reported a position in SRI in Q4 2023 and held it in 1 quarter. The position peaked at $42K in Q4 2023. 108 funds tracked by Wall St. Rank hold SRI as of Q1 2024.

AJOVista reported no remaining Stoneridge position as of Q1 2024 after selling out during the quarter.
AJOVista sold 2,148 Stoneridge shares in Q1 2024, an estimated $42K.
AJOVista first reported a position in Stoneridge in Q4 2023 and held it in 1 quarter.
AJOVista's Stoneridge position peaked at $42K in Q4 2023.
108 funds tracked by Wall St. Rank held Stoneridge as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.