Canada Life’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,303
| Closed | -$48K | – | 2062 |
|
|
2024
Q3 | $48K | Hold |
4,303
| – | – | ﹤0.01% | 1950 |
|
|
2024
Q2 | $69K | Hold |
4,303
| – | – | ﹤0.01% | 1934 |
|
|
2024
Q1 | $79K | Hold |
4,303
| – | – | ﹤0.01% | 1970 |
|
|
2023
Q4 | $84K | Hold |
4,303
| – | – | ﹤0.01% | 1979 |
|
|
2023
Q3 | $86K | Buy |
4,303
+3,297
| +328% | +$66.9K | ﹤0.01% | 1997 |
|
|
2023
Q2 | $19K | Hold |
1,006
| – | – | ﹤0.01% | 2161 |
|
|
2023
Q1 | $19K | Sell |
1,006
-879
| -47% | -$18.9K | ﹤0.01% | 2226 |
|
|
2022
Q4 | $41K | Hold |
1,885
| – | – | ﹤0.01% | 2115 |
|
|
2022
Q3 | $32K | Hold |
1,885
| – | – | ﹤0.01% | 2176 |
|
|
2022
Q2 | $32K | Hold |
1,885
| – | – | ﹤0.01% | 2161 |
|
|
2022
Q1 | $42K | Hold |
1,885
| – | – | ﹤0.01% | 2197 |
|
|
2021
Q4 | $37K | Hold |
1,885
| – | – | ﹤0.01% | 2255 |
|
|
2021
Q3 | $39K | Hold |
1,885
| – | – | ﹤0.01% | 2293 |
|
|
2021
Q2 | $56K | Hold |
1,885
| – | – | ﹤0.01% | 2237 |
|
|
2021
Q1 | $60K | Hold |
1,885
| – | – | ﹤0.01% | 2239 |
|
|
2020
Q4 | $57K | Hold |
1,885
| – | – | ﹤0.01% | 2235 |
|
|
2020
Q3 | $35K | Hold |
1,885
| – | – | ﹤0.01% | 2275 |
|
|
2020
Q2 | $39K | Hold |
1,885
| – | – | ﹤0.01% | 2307 |
|
|
2020
Q1 | $32K | Hold |
1,885
| – | – | ﹤0.01% | 2262 |
|
|
2019
Q4 | $55K | Buy |
+1,885
| New | +$58K | ﹤0.01% | 2231 |
|
|
2019
Q3 | – | Sell |
-3,135
| Closed | -$99K | – | 2119 |
|
|
2019
Q2 | $99K | Buy |
3,135
+235
| +8% | +$6.95K | ﹤0.01% | 2233 |
|
|
2019
Q1 | $83K | Hold |
2,900
| – | – | ﹤0.01% | 2119 |
|
|
2018
Q4 | $69K | Hold |
2,900
| – | – | ﹤0.01% | 2271 |
|
|
2018
Q3 | $86K | Hold |
2,900
| – | – | ﹤0.01% | 2246 |
|
|
2018
Q2 | $102K | Hold |
2,900
| – | – | ﹤0.01% | 2180 |
|
|
2018
Q1 | $80K | Hold |
2,900
| – | – | ﹤0.01% | 2234 |
|
|
2017
Q4 | $66K | Hold |
2,900
| – | – | ﹤0.01% | 2287 |
|
|
2017
Q3 | $57K | Hold |
2,900
| – | – | ﹤0.01% | 2310 |
|
|
2017
Q2 | $45K | Hold |
2,900
| – | – | ﹤0.01% | 2355 |
|
|
2017
Q1 | $52K | Hold |
2,900
| – | – | ﹤0.01% | 2295 |
|
|
2016
Q4 | $52K | Hold |
2,900
| – | – | ﹤0.01% | 2313 |
|
|
2016
Q3 | $53K | Hold |
2,900
| – | – | ﹤0.01% | 2325 |
|
|
2016
Q2 | $43K | Buy |
+2,900
| New | +$43.8K | ﹤0.01% | 2348 |
|
Other funds holding SRI
CCPM
CB
EMCIP
RA
ACA
Canada Life's SRI Position: Q4 2024 in Review
Canada Life sold out of Stoneridge (SRI) in Q4 2024, closing a stake of 4,303 shares — an estimated $48K sold.
Canada Life first reported a position in SRI in Q2 2016 and held it in 33 quarters. The position peaked at $102K in Q2 2018. 129 funds tracked by Wall St. Rank hold SRI as of Q4 2024.
- Canada Life reported no remaining Stoneridge position as of Q4 2024 after selling out during the quarter.
- Canada Life sold 4,303 Stoneridge shares in Q4 2024, an estimated $48K.
- Canada Life first reported a position in Stoneridge in Q2 2016 and held it in 33 quarters.
- Canada Life's Stoneridge position peaked at $102K in Q2 2018.
- 129 funds tracked by Wall St. Rank held Stoneridge as of Q4 2024.
Based on Canada Life's 13F filing for Q4 2024, filed 13 Feb 2025.