Bessemer Group’s Stoneridge SRI Stock Holding History

Bessemer 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
2021 Q4	–	Sell	-92	Closed	-$2K	–	1970
2021 Q3	$2K	Buy	+92	New	+$2.28K	﹤0.01%	1608
2019 Q1	–	Sell	-248	Closed	-$6K	–	1951
2018 Q4	$6K	Hold	248	–	–	﹤0.01%	1749
2018 Q3	$7K	Buy	+248	New	+$7.86K	﹤0.01%	1649
2018 Q1	–	Sell	-22,300	Closed	-$510K	–	1784
2017 Q4	$510K	Hold	22,300	–	–	﹤0.01%	800
2017 Q3	$442K	Sell	22,300 -1,200	-5%	-$19.9K	﹤0.01%	873
2017 Q2	$362K	Sell	23,500 -34,000	-59%	-$570K	﹤0.01%	930
2017 Q1	$1.04M	Buy	+57,500	New	+$1.01M	﹤0.01%	692

Other funds holding SRI

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Bessemer Group's SRI Position: Q4 2021 in Review

Bessemer Group sold out of Stoneridge (SRI) in Q4 2021, closing a stake of 92 shares — an estimated $2K sold.

Bessemer Group first reported a position in SRI in Q1 2017 and held it in 7 quarters. The position peaked at $1.04M in Q1 2017. 113 funds tracked by Wall St. Rank hold SRI as of Q4 2021.

Bessemer Group reported no remaining Stoneridge position as of Q4 2021 after selling out during the quarter.
Bessemer Group sold 92 Stoneridge shares in Q4 2021, an estimated $2K.
Bessemer Group first reported a position in Stoneridge in Q1 2017 and held it in 7 quarters.
Bessemer Group's Stoneridge position peaked at $1.04M in Q1 2017.
113 funds tracked by Wall St. Rank held Stoneridge as of Q4 2021.

Based on Bessemer Group's 13F filing for Q4 2021, filed 27 Jan 2022.