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Analytic Investors’s Stoneridge SRI Stock Holding History

Analytic Investors’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
2014
Q3 		– Sell
-17,182
Closed -$184K – 664
2014
Q2 		$184K Buy
+17,182
New +$180K ﹤0.01% 504

Other funds holding SRI

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Analytic Investors's SRI Position: Q3 2014 in Review

Analytic Investors sold out of Stoneridge (SRI) in Q3 2014, closing a stake of 17,182 shares — an estimated $184K sold.

Analytic Investors first reported a position in SRI in Q2 2014 and held it in 1 quarter. The position peaked at $184K in Q2 2014. 102 funds tracked by Wall St. Rank hold SRI as of Q3 2014.

  • Analytic Investors reported no remaining Stoneridge position as of Q3 2014 after selling out during the quarter.
  • Analytic Investors sold 17,182 Stoneridge shares in Q3 2014, an estimated $184K.
  • Analytic Investors first reported a position in Stoneridge in Q2 2014 and held it in 1 quarter.
  • Analytic Investors's Stoneridge position peaked at $184K in Q2 2014.
  • 102 funds tracked by Wall St. Rank held Stoneridge as of Q3 2014.

Based on Analytic Investors's 13F filing for Q3 2014, filed 7 Nov 2014.