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AlphaCrest Capital Management’s Stoneridge SRI Stock Holding History

AlphaCrest Capital 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
2019
Q4 		– Sell
-28,400
Closed -$880K – 1365
2019
Q3 		$880K Buy
28,400
+5,900
+26% +$185K 0.05% 646
2019
Q2 		$710K Buy
+22,500
New +$666K 0.06% 552

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AlphaCrest Capital Management's SRI Position: Q4 2019 in Review

AlphaCrest Capital Management sold out of Stoneridge (SRI) in Q4 2019, closing a stake of 28,400 shares — an estimated $880K sold.

AlphaCrest Capital Management first reported a position in SRI in Q2 2019 and held it in 2 quarters. The position peaked at $880K in Q3 2019. 150 funds tracked by Wall St. Rank hold SRI as of Q4 2019.

  • AlphaCrest Capital Management reported no remaining Stoneridge position as of Q4 2019 after selling out during the quarter.
  • AlphaCrest Capital Management sold 28,400 Stoneridge shares in Q4 2019, an estimated $880K.
  • AlphaCrest Capital Management first reported a position in Stoneridge in Q2 2019 and held it in 2 quarters.
  • AlphaCrest Capital Management's Stoneridge position peaked at $880K in Q3 2019.
  • 150 funds tracked by Wall St. Rank held Stoneridge as of Q4 2019.

Based on AlphaCrest Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.