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Campbell & Co Investment Adviser’s Stoneridge SRI Stock Holding History

Campbell & Co Investment Adviser’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
2024
Q4 		– Sell
-39,921
Closed -$447K – 1349
2024
Q3 		$447K Sell
39,921
-1,284
-3% -$18.3K 0.03% 758
2024
Q2 		$658K Buy
41,205
+13,654
+50% +$219K 0.06% 540
2024
Q1 		$508K Buy
27,551
+14,958
+119% +$266K 0.04% 681
2023
Q4 		$246K Buy
+12,593
New +$219K 0.02% 978
2021
Q4 		– Sell
-26,600
Closed -$542K – 807
2021
Q3 		$542K Buy
+26,600
New +$659K 0.18% 186
2018
Q4 		– Sell
-10,300
Closed -$306K – 488
2018
Q3 		$306K Buy
10,300
+300
+3% +$9.51K 0.21% 211
2018
Q2 		$351K Buy
+10,000
New +$304K 0.27% 141

Other funds holding SRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return

Campbell & Co Investment Adviser's SRI Position: Q4 2024 in Review

Campbell & Co Investment Adviser sold out of Stoneridge (SRI) in Q4 2024, closing a stake of 39,921 shares — an estimated $447K sold.

Campbell & Co Investment Adviser first reported a position in SRI in Q2 2018 and held it in 7 quarters. The position peaked at $658K in Q2 2024. 129 funds tracked by Wall St. Rank hold SRI as of Q4 2024.

  • Campbell & Co Investment Adviser reported no remaining Stoneridge position as of Q4 2024 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 39,921 Stoneridge shares in Q4 2024, an estimated $447K.
  • Campbell & Co Investment Adviser first reported a position in Stoneridge in Q2 2018 and held it in 7 quarters.
  • Campbell & Co Investment Adviser's Stoneridge position peaked at $658K in Q2 2024.
  • 129 funds tracked by Wall St. Rank held Stoneridge as of Q4 2024.

Based on Campbell & Co Investment Adviser's 13F filing for Q4 2024, filed 10 Feb 2025.