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Amalgamated Financial’s Stoneridge SRI Stock Holding History

Amalgamated Financial’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
2022
Q1 		$69K Buy
+3,326
New +$61.2K ﹤0.01% 2275

Other funds holding SRI

CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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 $637M AUM 40.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Amalgamated Financial's SRI Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Stoneridge (SRI) in Q1 2022: 3,326 shares worth $69K. The stake represents ﹤0.01% of the portfolio and ranks #2275 among its holdings.

124 funds tracked by Wall St. Rank hold SRI as of Q1 2022.

  • Amalgamated Financial held 3,326 shares of Stoneridge worth $69K as of Q1 2022.
  • Stoneridge was a new Amalgamated Financial position in Q1 2022.
  • Stoneridge made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #2275 holding.
  • 124 funds tracked by Wall St. Rank held Stoneridge as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.