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AYAL Capital Advisors’s Stoneridge SRI Stock Holding History

AYAL Capital Advisors’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
2026
Q1 		$5.26M Hold
1,089,000
– – 1.43% 27
2025
Q4 		$6.31M Buy
1,089,000
+22,330
+2% +$140K 2.2% 11
2025
Q3 		$8.13M Buy
1,066,670
+143,176
+16% +$1.13M 3.2% 7
2025
Q2 		$6.5M Hold
923,494
– – 1.55% 15
2025
Q1 		$4.24M Hold
923,494
– – 1.4% 27
2024
Q4 		$5.79M Buy
923,494
+669,935
+264% +$5.15M 1.49% 22
2024
Q3 		$2.84M Sell
253,559
-136,834
-35% -$1.95M 0.97% 25
2024
Q2 		$6.23M Buy
390,393
+12,900
+3% +$207K 2.37% 16
2024
Q1 		$6.96M Buy
377,493
+79,836
+27% +$1.42M 3.06% 12
2023
Q4 		$5.83M Buy
+297,657
New +$5.17M 2.44% 9

Other funds holding SRI

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return