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BlackRock Institutional Trust’s Stoneridge SRI Stock Holding History

BlackRock Institutional Trust’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 		$13.3M Buy
752,871
+14,001
+2% +$237K ﹤0.01% 2231
2016
Q3 		$13.6M Buy
738,870
+5,213
+0.7% +$89.9K ﹤0.01% 2146
2016
Q2 		$11M Buy
733,657
+9,767
+1% +$147K ﹤0.01% 2239
2016
Q1 		$10.5M Buy
723,890
+2,571
+0.4% +$32.3K ﹤0.01% 2230
2015
Q4 		$10.7M Sell
721,319
-13,766
-2% -$185K ﹤0.01% 2283
2015
Q3 		$9.07M Sell
735,085
-16,020
-2% -$190K ﹤0.01% 2362
2015
Q2 		$8.79M Sell
751,105
-29,209
-4% -$353K ﹤0.01% 2491
2015
Q1 		$8.81M Sell
780,314
-5,978
-0.8% -$71.8K ﹤0.01% 2467
2014
Q4 		$10.1M Sell
786,292
-69,429
-8% -$812K ﹤0.01% 2357
2014
Q3 		$9.64M Sell
855,721
-21,430
-2% -$250K ﹤0.01% 2371
2014
Q2 		$9.4M Sell
877,151
-15,305
-2% -$160K ﹤0.01% 2473
2014
Q1 		$10M Buy
892,456
+55,049
+7% +$619K ﹤0.01% 2426
2013
Q4 		$10.7M Sell
837,407
-44,342
-5% -$550K ﹤0.01% 2386
2013
Q3 		$9.53M Sell
881,749
-78,656
-8% -$972K ﹤0.01% 2397
2013
Q2 		$11.2M Buy
+960,405
New +$8.89M ﹤0.01% 2239

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 $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
1SAMC
12th Street Asset Management Company Nashville, Tennessee $702M AUM 44.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

BlackRock Institutional Trust's SRI Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Stoneridge (SRI) stake by 1.9% in Q4 2016, buying an estimated $237K and bringing the position to 752,871 shares worth $13.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2231.

BlackRock Institutional Trust first reported a position in SRI in Q2 2013 and has held it in 15 quarters since. The position peaked at $13.6M in Q3 2016. 145 funds tracked by Wall St. Rank hold SRI as of Q4 2016.

  • BlackRock Institutional Trust held 752,871 shares of Stoneridge worth $13.3M as of Q4 2016.
  • BlackRock Institutional Trust bought 14,001 Stoneridge shares in Q4 2016, an estimated $237K.
  • Stoneridge made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #2231 holding.
  • BlackRock Institutional Trust first reported a position in Stoneridge in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's Stoneridge position peaked at $13.6M in Q3 2016.
  • 145 funds tracked by Wall St. Rank held Stoneridge as of Q4 2016.

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