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Denali Advisors’s Stoneridge SRI Stock Holding History

Denali 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
2018
Q4 		– Sell
-57
Closed -$2K – 273
2018
Q3 		$2K Hold
57
– – ﹤0.01% 231
2018
Q2 		$2K Buy
+57
New +$1.73K ﹤0.01% 249
2014
Q2 		– Sell
-44
Closed – – 291
2014
Q1 		$0 Hold
44
– – ﹤0.01% 280
2013
Q4 		$1K Hold
44
– – ﹤0.01% 241
2013
Q3 		$0 Hold
44
– – ﹤0.01% 223
2013
Q2 		$1K Buy
+44
New +$407 ﹤0.01% 184

Other funds holding SRI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Denali Advisors's SRI Position: Q4 2018 in Review

Denali Advisors sold out of Stoneridge (SRI) in Q4 2018, closing a stake of 57 shares — an estimated $2K sold.

Denali Advisors first reported a position in SRI in Q2 2013 and held it in 6 quarters. The position peaked at $2K in Q3 2018. 154 funds tracked by Wall St. Rank hold SRI as of Q4 2018.

  • Denali Advisors reported no remaining Stoneridge position as of Q4 2018 after selling out during the quarter.
  • Denali Advisors sold 57 Stoneridge shares in Q4 2018, an estimated $2K.
  • Denali Advisors first reported a position in Stoneridge in Q2 2013 and held it in 6 quarters.
  • Denali Advisors's Stoneridge position peaked at $2K in Q3 2018.
  • 154 funds tracked by Wall St. Rank held Stoneridge as of Q4 2018.

Based on Denali Advisors's 13F filing for Q4 2018, filed 15 Jan 2019.