Americana Partners’s Stoneridge SRI Stock Holding History

Americana Partners’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	-98	Closed	-$2K	–	429
2019 Q4	$2K	Buy	+98	New	+$3.02K	﹤0.01%	546

Other funds holding SRI

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

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

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

FCM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Americana Partners's SRI Position: Q1 2020 in Review

Americana Partners sold out of Stoneridge (SRI) in Q1 2020, closing a stake of 98 shares — an estimated $2K sold.

Americana Partners first reported a position in SRI in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 119 funds tracked by Wall St. Rank hold SRI as of Q1 2020.

Americana Partners reported no remaining Stoneridge position as of Q1 2020 after selling out during the quarter.
Americana Partners sold 98 Stoneridge shares in Q1 2020, an estimated $2K.
Americana Partners first reported a position in Stoneridge in Q4 2019 and held it in 1 quarter.
Americana Partners's Stoneridge position peaked at $2K in Q4 2019.
119 funds tracked by Wall St. Rank held Stoneridge as of Q1 2020.

Based on Americana Partners's 13F filing for Q1 2020, filed 12 May 2020.