CS
SRI icon

Credit Suisse’s Stoneridge SRI Stock Holding History

Credit Suisse’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
Q1 		$442K Buy
23,975
+854
+4% +$15.2K ﹤0.01% 2690
2023
Q4 		$452K Sell
23,121
-2,514
-10% -$43.6K ﹤0.01% 2776
2023
Q3 		$514K Buy
25,635
+720
+3% +$14.6K ﹤0.01% 2675
2023
Q2 		$470K Buy
24,915
+1,227
+5% +$21.5K ﹤0.01% 2810
2023
Q1 		$443K Buy
23,688
+1,598
+7% +$34.3K ﹤0.01% 2816
2022
Q4 		$476K Buy
22,090
+2,096
+10% +$44.9K ﹤0.01% 2815
2022
Q3 		$338K Buy
19,994
+108
+0.5% +$2.03K ﹤0.01% 3022
2022
Q2 		$341K Buy
19,886
+1,125
+6% +$21.4K ﹤0.01% 3089
2022
Q1 		$390K Sell
18,761
-138
-0.7% -$2.54K ﹤0.01% 3107
2021
Q4 		$373K Buy
18,899
+1,802
+11% +$38.1K ﹤0.01% 4013
2021
Q3 		$349K Buy
17,097
+2,375
+16% +$58.8K ﹤0.01% 4024
2021
Q2 		$440K Sell
14,722
-1,834
-11% -$58.1K ﹤0.01% 3918
2021
Q1 		$527K Sell
16,556
-8,835
-35% -$279K ﹤0.01% 3737
2020
Q4 		$768K Buy
25,391
+7,977
+46% +$207K ﹤0.01% 3528
2020
Q3 		$319K Sell
17,414
-3,565
-17% -$72.7K ﹤0.01% 3626
2020
Q2 		$433K Buy
20,979
+6,527
+45% +$122K ﹤0.01% 3404
2020
Q1 		$242K Sell
14,452
-23,147
-62% -$574K ﹤0.01% 3554
2019
Q4 		$1.1M Buy
37,599
+6,255
+20% +$193K ﹤0.01% 3049
2019
Q3 		$971K Buy
31,344
+14,849
+90% +$466K ﹤0.01% 3034
2019
Q2 		$520K Sell
16,495
-2,682
-14% -$79.3K ﹤0.01% 3376
2019
Q1 		$553K Sell
19,177
-1,150
-6% -$31.4K ﹤0.01% 3267
2018
Q4 		$501K Sell
20,327
-16,168
-44% -$411K ﹤0.01% 3254
2018
Q3 		$1.09M Buy
36,495
+2,890
+9% +$91.6K ﹤0.01% 2804
2018
Q2 		$1.18M Buy
33,605
+4,196
+14% +$127K ﹤0.01% 2887
2018
Q1 		$812K Buy
29,409
+1,012
+4% +$24.7K ﹤0.01% 3097
2017
Q4 		$649K Sell
28,397
-17,578
-38% -$393K ﹤0.01% 3285
2017
Q3 		$912K Buy
45,975
+24,005
+109% +$397K ﹤0.01% 3165
2017
Q2 		$338K Sell
21,970
-3,138
-12% -$52.6K ﹤0.01% 3395
2017
Q1 		$455K Sell
25,108
-5,236
-17% -$92.2K ﹤0.01% 3350
2016
Q4 		$537K Sell
30,344
-40,830
-57% -$691K ﹤0.01% 3404
2016
Q3 		$1.31M Buy
71,174
+38,209
+116% +$659K ﹤0.01% 2731
2016
Q2 		$493K Sell
32,965
-3,745
-10% -$56.5K ﹤0.01% 3437
2016
Q1 		$535K Buy
36,710
+23,876
+186% +$300K ﹤0.01% 3197
2015
Q4 		$190K Sell
12,834
-2,013
-14% -$27.1K ﹤0.01% 3911
2015
Q3 		$184K Buy
14,847
+3,927
+36% +$46.6K ﹤0.01% 3952
2015
Q2 		$128K Sell
10,920
-634
-5% -$7.66K ﹤0.01% 4345
2015
Q1 		$130K Sell
11,554
-4,694
-29% -$56.4K ﹤0.01% 4183
2014
Q4 		$209K Buy
16,248
+1,079
+7% +$12.6K ﹤0.01% 4253
2014
Q3 		$171K Sell
15,169
-8,446
-36% -$98.4K ﹤0.01% 4183
2014
Q2 		$253K Sell
23,615
-7,790
-25% -$81.6K ﹤0.01% 4213
2014
Q1 		$352K Sell
31,405
-50,946
-62% -$573K ﹤0.01% 3975
2013
Q4 		$1.05M Sell
82,351
-24,191
-23% -$300K ﹤0.01% 3236
2013
Q3 		$1.15M Sell
106,542
-26,261
-20% -$325K ﹤0.01% 2835
2013
Q2 		$1.54M Buy
+132,803
New +$1.23M ﹤0.01% 2457

Other funds holding SRI

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Credit Suisse's SRI Position: Q1 2024 in Review

Credit Suisse increased its Stoneridge (SRI) stake by 3.7% in Q1 2024, buying an estimated $15.2K and bringing the position to 23,975 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #2690.

Credit Suisse first reported a position in SRI in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.54M in Q2 2013. 108 funds tracked by Wall St. Rank hold SRI as of Q1 2024.

  • Credit Suisse held 23,975 shares of Stoneridge worth $442K as of Q1 2024.
  • Credit Suisse bought 854 Stoneridge shares in Q1 2024, an estimated $15.2K.
  • Stoneridge made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2690 holding.
  • Credit Suisse first reported a position in Stoneridge in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's Stoneridge position peaked at $1.54M in Q2 2013.
  • 108 funds tracked by Wall St. Rank held Stoneridge as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.