BIM
SRI icon

Bogle Investment Management’s Stoneridge SRI Stock Holding History

Bogle 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
2018
Q1 		– Sell
-59,447
Closed -$1.36M – 374
2017
Q4 		$1.36M Buy
+59,447
New +$1.33M 0.1% 187
2017
Q1 		– Sell
-32,829
Closed -$580K – 374
2016
Q4 		$580K Sell
32,829
-118,717
-78% -$2.01M 0.04% 286
2016
Q3 		$2.79M Buy
151,546
+33,211
+28% +$572K 0.2% 141
2016
Q2 		$1.77M Buy
118,335
+58,008
+96% +$876K 0.12% 187
2016
Q1 		$878K Buy
+60,327
New +$759K 0.06% 277
2013
Q4 		– Sell
-98,425
Closed -$1.06M – 354
2013
Q3 		$1.06M Sell
98,425
-207,302
-68% -$2.56M 0.11% 215
2013
Q2 		$3.56M Buy
+305,727
New +$2.83M 0.43% 99

Other funds holding SRI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return