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SRI icon

ALPS Advisors’s Stoneridge SRI Stock Holding History

ALPS Advisors’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
2020
Q1 		– Sell
-10,764
Closed -$316K – 915
2019
Q4 		$316K Sell
10,764
-468
-4% -$14.4K ﹤0.01% 788
2019
Q3 		$348K Sell
11,232
-2,346
-17% -$73.6K ﹤0.01% 765
2019
Q2 		$428K Sell
13,578
-716
-5% -$21.2K ﹤0.01% 586
2019
Q1 		$413K Buy
+14,294
New +$391K ﹤0.01% 631
2018
Q3 		– Sell
-18,287
Closed -$643K – 1072
2018
Q2 		$643K Sell
18,287
-860
-4% -$26.1K ﹤0.01% 462
2018
Q1 		$528K Buy
+19,147
New +$468K ﹤0.01% 486
2017
Q1 		– Sell
-23,727
Closed -$420K – 827
2016
Q4 		$420K Buy
23,727
+226
+1% +$3.82K ﹤0.01% 558
2016
Q3 		$432K Buy
+23,501
New +$405K ﹤0.01% 395

Other funds holding SRI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return