DWA
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Dorsey Wright & Associates’s Stoneridge SRI Stock Holding History

Dorsey Wright & 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
2023
Q4 		– Sell
-967
Closed -$19.4K – 266
2023
Q3 		$19.4K Sell
967
-33
-3% -$670 0.01% 256
2023
Q2 		$18.9K Buy
1,000
+99
+11% +$1.74K 0.01% 271
2023
Q1 		$16.8K Sell
901
-99
-10% -$2.13K 0.01% 269
2022
Q4 		$21.6K Buy
+1,000
New +$21.4K 0.01% 249
2020
Q1 		– Sell
-360
Closed -$11K – 338
2019
Q4 		$11K Hold
360
– – ﹤0.01% 233
2019
Q3 		$11K Hold
360
– – ﹤0.01% 227
2019
Q2 		$11K Buy
360
+90
+33% +$2.66K ﹤0.01% 237
2019
Q1 		$8K Sell
270
-270
-50% -$7.38K ﹤0.01% 232
2018
Q4 		$13K Buy
540
+90
+20% +$2.29K ﹤0.01% 232
2018
Q3 		$13K Buy
+450
New +$14.3K ﹤0.01% 250

Other funds holding SRI

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return