AG
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Aperio Group’s Stoneridge SRI Stock Holding History

Aperio Group’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
Q4 		$326K Sell
10,786
-567
-5% -$14.7K ﹤0.01% 2153
2020
Q3 		$209K Sell
11,353
-2,778
-20% -$56.7K ﹤0.01% 2210
2020
Q2 		$292K Buy
14,131
+3,324
+31% +$62.3K ﹤0.01% 2039
2020
Q1 		$181K Buy
10,807
+2,877
+36% +$71.4K ﹤0.01% 2116
2019
Q4 		$233K Sell
7,930
-490
-6% -$15.1K ﹤0.01% 2150
2019
Q3 		$261K Sell
8,420
-239
-3% -$7.5K ﹤0.01% 2072
2019
Q2 		$273K Sell
8,659
-97
-1% -$2.87K ﹤0.01% 2061
2019
Q1 		$253K Sell
8,756
-526
-6% -$14.4K ﹤0.01% 2077
2018
Q4 		$229K Buy
9,282
+114
+1% +$2.9K ﹤0.01% 2077
2018
Q3 		$272K Sell
9,168
-1,459
-14% -$46.3K ﹤0.01% 2058
2018
Q2 		$373K Sell
10,627
-250
-2% -$7.59K ﹤0.01% 1903
2018
Q1 		$300K Buy
10,877
+304
+3% +$7.42K ﹤0.01% 1956
2017
Q4 		$242K Buy
+10,573
New +$236K ﹤0.01% 2061
2017
Q1 		– Sell
-12,214
Closed -$216K – 2161
2016
Q4 		$216K Buy
12,214
+491
+4% +$8.31K ﹤0.01% 1967
2016
Q3 		$216K Sell
11,723
-111
-0.9% -$1.91K ﹤0.01% 1901
2016
Q2 		$177K Sell
11,834
-1,887
-14% -$28.5K ﹤0.01% 1895
2016
Q1 		$200K Buy
13,721
+1,094
+9% +$13.8K ﹤0.01% 1879
2015
Q4 		$187K Hold
12,627
– – ﹤0.01% 1839
2015
Q3 		$156K Buy
+12,627
New +$150K ﹤0.01% 1801

Other funds holding SRI

FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $74.3B AUM 24.01% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Aperio Group's SRI Position: Q4 2020 in Review

Aperio Group reduced its Stoneridge (SRI) stake by 5% in Q4 2020, selling an estimated $14.7K and leaving 10,786 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Aperio Group first reported a position in SRI in Q3 2015 and has held it in 19 quarters since. The position peaked at $373K in Q2 2018. 118 funds tracked by Wall St. Rank hold SRI as of Q4 2020.

  • Aperio Group held 10,786 shares of Stoneridge worth $326K as of Q4 2020.
  • Aperio Group sold 567 Stoneridge shares in Q4 2020, an estimated $14.7K.
  • Stoneridge made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2153 holding.
  • Aperio Group first reported a position in Stoneridge in Q3 2015 and has held it in 19 quarters since.
  • Aperio Group's Stoneridge position peaked at $373K in Q2 2018.
  • 118 funds tracked by Wall St. Rank held Stoneridge as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.