Axa
SRI icon

Axa’s Stoneridge SRI Stock Holding History

Axa’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
2019
Q2 		– Sell
-19,544
Closed -$564K – 1355
2019
Q1 		$564K Sell
19,544
-88,600
-82% -$2.42M ﹤0.01% 1086
2018
Q4 		$2.67M Sell
108,144
-15,200
-12% -$386K 0.01% 765
2018
Q3 		$3.67M Buy
123,344
+33,100
+37% +$1.05M 0.01% 750
2018
Q2 		$3.17M Buy
90,244
+2,100
+2% +$63.8K 0.01% 750
2018
Q1 		$2.43M Sell
88,144
-12,665
-13% -$309K 0.01% 815
2017
Q4 		$2.3M Sell
100,809
-17,291
-15% -$386K 0.01% 824
2017
Q3 		$2.34M Buy
118,100
+4,300
+4% +$71.2K 0.01% 784
2017
Q2 		$1.75M Sell
113,800
-1,800
-2% -$30.2K 0.01% 810
2017
Q1 		$2.1M Hold
115,600
– – 0.01% 771
2016
Q4 		$2.04M Buy
115,600
+26,600
+30% +$450K 0.01% 759
2016
Q3 		$1.64M Buy
89,000
+20,200
+29% +$348K 0.01% 809
2016
Q2 		$1.03M Buy
68,800
+61,710
+870% +$932K ﹤0.01% 861
2016
Q1 		$103K Sell
7,090
-7,810
-52% -$98.3K ﹤0.01% 1204
2015
Q4 		$221K Hold
14,900
– – ﹤0.01% 1165
2015
Q3 		$184K Buy
+14,900
New +$177K ﹤0.01% 1225
2014
Q2 		– Sell
-1,000
Closed -$11K – 1431
2014
Q1 		$11K Hold
1,000
– – ﹤0.01% 1374
2013
Q4 		$13K Hold
1,000
– – ﹤0.01% 1360
2013
Q3 		$11K Buy
+1,000
New +$12.4K ﹤0.01% 1247

Other funds holding SRI

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return