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D'Orazio & Associates’s Stoneridge SRI Stock Holding History

D'Orazio & Associates’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
Q3 		– Sell
-225
Closed -$8K – 293
2018
Q2 		$8K Hold
225
– – ﹤0.01% 212
2018
Q1 		$6K Hold
225
– – ﹤0.01% 229
2017
Q4 		$5K Buy
+225
New +$5.03K ﹤0.01% 270

Other funds holding SRI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

D'Orazio & Associates's SRI Position: Q3 2018 in Review

D'Orazio & Associates sold out of Stoneridge (SRI) in Q3 2018, closing a stake of 225 shares — an estimated $8K sold.

D'Orazio & Associates first reported a position in SRI in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q2 2018. 174 funds tracked by Wall St. Rank hold SRI as of Q3 2018.

  • D'Orazio & Associates reported no remaining Stoneridge position as of Q3 2018 after selling out during the quarter.
  • D'Orazio & Associates sold 225 Stoneridge shares in Q3 2018, an estimated $8K.
  • D'Orazio & Associates first reported a position in Stoneridge in Q4 2017 and held it in 3 quarters.
  • D'Orazio & Associates's Stoneridge position peaked at $8K in Q2 2018.
  • 174 funds tracked by Wall St. Rank held Stoneridge as of Q3 2018.

Based on D'Orazio & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.