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BlackRock Fund Advisors’s Stoneridge SRI Stock Holding History

BlackRock Fund 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 		$15.1M Buy
855,216
+117,205
+16% +$1.98M ﹤0.01% 2339
2016
Q3 		$13.6M Buy
738,011
+41,461
+6% +$715K ﹤0.01% 2285
2016
Q2 		$10.4M Sell
696,550
-25,037
-3% -$378K ﹤0.01% 2389
2016
Q1 		$10.5M Sell
721,587
-31,907
-4% -$401K ﹤0.01% 2314
2015
Q4 		$11.2M Buy
753,494
+24,884
+3% +$334K ﹤0.01% 2380
2015
Q3 		$8.99M Sell
728,610
-7,961
-1% -$94.5K ﹤0.01% 2439
2015
Q2 		$8.63M Sell
736,571
-39,321
-5% -$475K ﹤0.01% 2594
2015
Q1 		$8.76M Sell
775,892
-7,658
-1% -$92K ﹤0.01% 2511
2014
Q4 		$10.1M Buy
783,550
+114,522
+17% +$1.34M ﹤0.01% 2457
2014
Q3 		$7.54M Sell
669,028
-30,221
-4% -$352K ﹤0.01% 2515
2014
Q2 		$7.5M Sell
699,249
-99,788
-12% -$1.05M ﹤0.01% 2594
2014
Q1 		$8.97M Buy
799,037
+21,023
+3% +$236K ﹤0.01% 2464
2013
Q4 		$9.92M Sell
778,014
-27,727
-3% -$344K ﹤0.01% 2396
2013
Q3 		$8.71M Buy
805,741
+91,818
+13% +$1.14M ﹤0.01% 2457
2013
Q2 		$8.31M Buy
+713,923
New +$6.61M ﹤0.01% 2368

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 $1.47T AUM 27.86% 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
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return