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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
Q4 		– Sell
-3,100
Closed -$2K – 4565
2019
Q3 		$2K Buy
+3,100
New +$97.2K ﹤0.01% 3542
2018
Q2 		– Sell
-1,400
Closed -$8K – 4848
2018
Q1 		$8K Sell
1,400
-1,600
-53% -$39.1K ﹤0.01% 2977
2017
Q4 		$4K Buy
+3,000
New +$67K ﹤0.01% 3824
2016
Q1 		– Sell
-5,000
Closed -$4K – 7158
2015
Q4 		$4K Buy
+5,000
New +$67.2K ﹤0.01% 5118

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.