Bessemer Group
SRI icon

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 – 1975
2021
Q3 		$2K Buy
+92
New +$2.28K ﹤0.01% 1608
2019
Q1 		– Sell
-248
Closed -$6K – 1955
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 $2.08B AUM 30.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return