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Cutler Group’s Stoneridge SRI Stock Holding History

Cutler Group’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
2019
Q2 		– Sell
-382
Closed -$11.3K – 4766
2019
Q1 		$11K Sell
382
-2,092
-85% -$57.2K ﹤0.01% 2444
2018
Q4 		$60K Sell
2,474
-598
-19% -$15.2K 0.01% 1357
2018
Q3 		$91K Buy
3,072
+298
+11% +$9.45K 0.01% 1253
2018
Q2 		$97K Buy
2,774
+1,381
+99% +$41.9K 0.01% 1167
2018
Q1 		$38K Hold
1,393
– – ﹤0.01% 1858
2017
Q4 		$31K Sell
1,393
-2,107
-60% -$47.1K ﹤0.01% 2221
2017
Q3 		$69K Buy
3,500
+3,459
+8,437% +$57.3K ﹤0.01% 1960
2017
Q2 		$0 Sell
41
-427
-91% -$7.16K ﹤0.01% 7031
2017
Q1 		$8K Hold
468
– – ﹤0.01% 4300
2016
Q4 		$8K Sell
468
-957
-67% -$16.2K ﹤0.01% 4476
2016
Q3 		$26K Buy
1,425
+1,268
+808% +$21.9K ﹤0.01% 3164
2016
Q2 		$2K Sell
157
-1,519
-91% -$22.9K ﹤0.01% 5742
2016
Q1 		$24K Buy
1,676
+1,336
+393% +$16.8K ﹤0.01% 3104
2015
Q4 		$5K Buy
+340
New +$4.57K ﹤0.01% 4935

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cutler Group's SRI Position: Q2 2019 in Review

Cutler Group sold out of Stoneridge (SRI) in Q2 2019, closing a stake of 382 shares — an estimated $11.3K sold.

Cutler Group first reported a position in SRI in Q4 2015 and held it in 14 quarters. The position peaked at $97K in Q2 2018. 147 funds tracked by Wall St. Rank hold SRI as of Q2 2019.

  • Cutler Group reported no remaining Stoneridge position as of Q2 2019 after selling out during the quarter.
  • Cutler Group sold 382 Stoneridge shares in Q2 2019, an estimated $11.3K.
  • Cutler Group first reported a position in Stoneridge in Q4 2015 and held it in 14 quarters.
  • Cutler Group's Stoneridge position peaked at $97K in Q2 2018.
  • 147 funds tracked by Wall St. Rank held Stoneridge as of Q2 2019.

Based on Cutler Group's 13F filing for Q2 2019, filed 9 Aug 2019.