CCM
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Cadence Capital Management’s Stoneridge SRI Stock Holding History

Cadence Capital 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
2020
Q1 		– Sell
-61,318
Closed -$1.8M – 466
2019
Q4 		$1.8M Sell
61,318
-6,062
-9% -$187K 0.19% 162
2019
Q3 		$2.09M Buy
+67,380
New +$2.11M 0.3% 128
2016
Q4 		– Sell
-47,297
Closed -$870K – 693
2016
Q3 		$870K Sell
47,297
-339
-0.7% -$5.84K 0.06% 355
2016
Q2 		$712K Sell
47,636
-1,018
-2% -$15.4K 0.05% 381
2016
Q1 		$708K Sell
48,654
-14,480
-23% -$182K 0.05% 396
2015
Q4 		$934K Sell
63,134
-4,425
-7% -$59.5K 0.06% 310
2015
Q3 		$834K Sell
67,559
-20,193
-23% -$240K 0.06% 342
2015
Q2 		$1.03M Buy
+87,752
New +$1.06M 0.06% 417

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