Asset Management One
SRI icon

Asset Management One’s Stoneridge SRI Stock Holding History

Asset Management One’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
2016
Q4 		– Sell
-18,182
Closed -$335K – 1183
2016
Q3 		$335K Buy
+18,182
New +$313K 0.01% 1135

Other funds holding SRI

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
1SAMC
12th Street Asset Management Company Nashville, Tennessee $702M AUM 44.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Asset Management One's SRI Position: Q4 2016 in Review

Asset Management One sold out of Stoneridge (SRI) in Q4 2016, closing a stake of 18,182 shares — an estimated $335K sold.

Asset Management One first reported a position in SRI in Q3 2016 and held it in 1 quarter. The position peaked at $335K in Q3 2016. 145 funds tracked by Wall St. Rank hold SRI as of Q4 2016.

  • Asset Management One reported no remaining Stoneridge position as of Q4 2016 after selling out during the quarter.
  • Asset Management One sold 18,182 Stoneridge shares in Q4 2016, an estimated $335K.
  • Asset Management One first reported a position in Stoneridge in Q3 2016 and held it in 1 quarter.
  • Asset Management One's Stoneridge position peaked at $335K in Q3 2016.
  • 145 funds tracked by Wall St. Rank held Stoneridge as of Q4 2016.

Based on Asset Management One's 13F filing for Q4 2016, filed 13 Feb 2017.