Crewe Advisors’s Stoneridge SRI Stock Holding History

Crewe Advisors’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
2022 Q4	–	Sell	-162	Closed	-$3K	–	1246
2022 Q3	$3K	Hold	162	–	–	﹤0.01%	990
2022 Q2	$3K	Buy	+162	New	+$3.08K	﹤0.01%	923

Other funds holding SRI

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Crewe Advisors's SRI Position: Q4 2022 in Review

Crewe Advisors sold out of Stoneridge (SRI) in Q4 2022, closing a stake of 162 shares — an estimated $3K sold.

Crewe Advisors first reported a position in SRI in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 115 funds tracked by Wall St. Rank hold SRI as of Q4 2022.

Crewe Advisors reported no remaining Stoneridge position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 162 Stoneridge shares in Q4 2022, an estimated $3K.
Crewe Advisors first reported a position in Stoneridge in Q2 2022 and held it in 2 quarters.
Crewe Advisors's Stoneridge position peaked at $3K in Q3 2022.
115 funds tracked by Wall St. Rank held Stoneridge as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.