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BlackRock Advisors’s Stoneridge SRI Stock Holding History

BlackRock 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
2016
Q4 		$246K Sell
13,907
-280
-2% -$4.74K ﹤0.01% 2607
2016
Q3 		$261K Buy
14,187
+1,360
+11% +$23.4K ﹤0.01% 2539
2016
Q2 		$192K Sell
12,827
-340
-3% -$5.13K ﹤0.01% 2634
2016
Q1 		$192K Buy
13,167
+842
+7% +$10.6K ﹤0.01% 2577
2015
Q4 		$182K Sell
12,325
-5,314
-30% -$71.4K ﹤0.01% 2619
2015
Q3 		$218K Sell
17,639
-666
-4% -$7.91K ﹤0.01% 2674
2015
Q2 		$214K Buy
18,305
+940
+5% +$11.3K ﹤0.01% 2760
2015
Q1 		$196K Sell
17,365
-56,507
-76% -$679K ﹤0.01% 2682
2014
Q4 		$950K Sell
73,872
-15,725
-18% -$184K ﹤0.01% 1532
2014
Q3 		$1.01M Sell
89,597
-41,680
-32% -$486K ﹤0.01% 1428
2014
Q2 		$1.41M Sell
131,277
-4,421
-3% -$46.3K ﹤0.01% 1300
2014
Q1 		$1.52M Sell
135,698
-26,016
-16% -$292K ﹤0.01% 1293
2013
Q4 		$2.06M Buy
161,714
+2,441
+2% +$30.3K ﹤0.01% 1172
2013
Q3 		$1.72M Buy
159,273
+38,184
+32% +$472K ﹤0.01% 1201
2013
Q2 		$1.41M Buy
+121,089
New +$1.12M ﹤0.01% 1234

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 $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $1.56T AUM 27.86% 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 $611M AUM 27.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BlackRock Advisors's SRI Position: Q4 2016 in Review

BlackRock Advisors reduced its Stoneridge (SRI) stake by 2% in Q4 2016, selling an estimated $4.74K and leaving 13,907 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #2607.

BlackRock Advisors first reported a position in SRI in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.06M in Q4 2013. 145 funds tracked by Wall St. Rank hold SRI as of Q4 2016.

  • BlackRock Advisors held 13,907 shares of Stoneridge worth $246K as of Q4 2016.
  • BlackRock Advisors sold 280 Stoneridge shares in Q4 2016, an estimated $4.74K.
  • Stoneridge made up ﹤0.01% of BlackRock Advisors's portfolio in Q4 2016, its #2607 holding.
  • BlackRock Advisors first reported a position in Stoneridge in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Advisors's Stoneridge position peaked at $2.06M in Q4 2013.
  • 145 funds tracked by Wall St. Rank held Stoneridge as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.