BIM
SRI icon

BlackRock Investment Management’s Stoneridge SRI Stock Holding History

BlackRock Investment Management’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 		$1.89M Sell
106,808
-264
-0.2% -$4.47K ﹤0.01% 2245
2016
Q3 		$1.97M Buy
107,072
+3,246
+3% +$55.9K ﹤0.01% 2171
2016
Q2 		$1.55M Buy
103,826
+4,516
+5% +$68.2K ﹤0.01% 2321
2016
Q1 		$1.45M Buy
99,310
+2,047
+2% +$25.8K ﹤0.01% 2213
2015
Q4 		$1.44M Sell
97,263
-654
-0.7% -$8.79K ﹤0.01% 2320
2015
Q3 		$1.21M Sell
97,917
-2,829
-3% -$33.6K ﹤0.01% 2461
2015
Q2 		$1.18M Buy
100,746
+15,660
+18% +$189K ﹤0.01% 2646
2015
Q1 		$961K Buy
85,086
+517
+0.6% +$6.21K ﹤0.01% 2543
2014
Q4 		$1.09M Sell
84,569
-706
-0.8% -$8.26K ﹤0.01% 2492
2014
Q3 		$961K Buy
85,275
+447
+0.5% +$5.21K ﹤0.01% 2553
2014
Q2 		$909K Buy
84,828
+3,008
+4% +$31.5K ﹤0.01% 2671
2014
Q1 		$919K Buy
81,820
+841
+1% +$9.45K ﹤0.01% 2566
2013
Q4 		$1.03M Sell
80,979
-2,974
-4% -$36.9K ﹤0.01% 2492
2013
Q3 		$908K Buy
83,953
+4,400
+6% +$54.4K ﹤0.01% 2514
2013
Q2 		$926K Buy
+79,553
New +$737K ﹤0.01% 2419

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
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