Alberta Investment Management Corp (AIMCo)’s Stoneridge SRI Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
2018 Q3	–	Sell	-12,900	Closed	-$453K	–	885
2018 Q2	$453K	Buy	+12,900	New	+$392K	﹤0.01%	717
2017 Q2	–	Sell	-17,500	Closed	-$317K	–	830
2017 Q1	$317K	Buy	+17,500	New	+$308K	﹤0.01%	727
2014 Q2	–	Sell	-626,410	Closed	-$7.04M	–	504
2014 Q1	$7.04M	Hold	626,410	–	–	0.08%	317
2013 Q4	$7.99M	Buy	626,410 +56,800	+10%	+$705K	0.1%	291
2013 Q3	$6.16M	Buy	+569,610	New	+$7.04M	0.08%	301

Other funds holding SRI

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

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s SRI Position: Q3 2018 in Review

Alberta Investment Management Corp (AIMCo) sold out of Stoneridge (SRI) in Q3 2018, closing a stake of 12,900 shares — an estimated $453K sold.

Alberta Investment Management Corp (AIMCo) first reported a position in SRI in Q3 2013 and held it in 5 quarters. The position peaked at $7.99M in Q4 2013. 174 funds tracked by Wall St. Rank hold SRI as of Q3 2018.

Alberta Investment Management Corp (AIMCo) reported no remaining Stoneridge position as of Q3 2018 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 12,900 Stoneridge shares in Q3 2018, an estimated $453K.
Alberta Investment Management Corp (AIMCo) first reported a position in Stoneridge in Q3 2013 and held it in 5 quarters.
Alberta Investment Management Corp (AIMCo)'s Stoneridge position peaked at $7.99M in Q4 2013.
174 funds tracked by Wall St. Rank held Stoneridge as of Q3 2018.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q3 2018, filed 16 Nov 2018.