Ardsley Advisory Partners’s Stoneridge SRI Stock Holding History

Ardsley Advisory 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
2015 Q4	–	Sell	-15,000	Closed	-$185K	–	185
2015 Q3	$185K	Buy	+15,000	New	+$178K	0.04%	133
2014 Q3	–	Sell	-40,000	Closed	-$429K	–	244
2014 Q2	$429K	Buy	+40,000	New	+$419K	0.05%	172

Other funds holding SRI

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RCM

Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ardsley Advisory Partners's SRI Position: Q4 2015 in Review

Ardsley Advisory Partners sold out of Stoneridge (SRI) in Q4 2015, closing a stake of 15,000 shares — an estimated $185K sold.

Ardsley Advisory Partners first reported a position in SRI in Q2 2014 and held it in 2 quarters. The position peaked at $429K in Q2 2014. 112 funds tracked by Wall St. Rank hold SRI as of Q4 2015.

Ardsley Advisory Partners reported no remaining Stoneridge position as of Q4 2015 after selling out during the quarter.
Ardsley Advisory Partners sold 15,000 Stoneridge shares in Q4 2015, an estimated $185K.
Ardsley Advisory Partners first reported a position in Stoneridge in Q2 2014 and held it in 2 quarters.
Ardsley Advisory Partners's Stoneridge position peaked at $429K in Q2 2014.
112 funds tracked by Wall St. Rank held Stoneridge as of Q4 2015.

Based on Ardsley Advisory Partners's 13F filing for Q4 2015, filed 16 Feb 2016.