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Cowen and Company’s Stoneridge SRI Stock Holding History

Cowen and Company’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
Q3 		– Sell
-140,000
Closed -$2.23M – 678
2024
Q2 		$2.23M Buy
+140,000
New +$2.24M 0.06% 114

Other funds holding SRI

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

Cowen and Company's SRI Position: Q3 2024 in Review

Cowen and Company sold out of Stoneridge (SRI) in Q3 2024, closing a stake of 140,000 shares — an estimated $2.23M sold.

Cowen and Company first reported a position in SRI in Q2 2024 and held it in 1 quarter. The position peaked at $2.23M in Q2 2024. 130 funds tracked by Wall St. Rank hold SRI as of Q3 2024.

  • Cowen and Company reported no remaining Stoneridge position as of Q3 2024 after selling out during the quarter.
  • Cowen and Company sold 140,000 Stoneridge shares in Q3 2024, an estimated $2.23M.
  • Cowen and Company first reported a position in Stoneridge in Q2 2024 and held it in 1 quarter.
  • Cowen and Company's Stoneridge position peaked at $2.23M in Q2 2024.
  • 130 funds tracked by Wall St. Rank held Stoneridge as of Q3 2024.

Based on Cowen and Company's 13F filing for Q3 2024, filed 12 Nov 2024.