Driehaus Capital Management’s Stoneridge SRI Stock Holding History

Driehaus Capital Management’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	-203,501	Closed	-$6.3M	–	571
2019 Q3	$6.3M	Sell	203,501 -28,878	-12%	-$906K	0.21%	129
2019 Q2	$7.33M	Buy	+232,379	New	+$6.87M	0.23%	120
2018 Q3	–	Sell	-311,563	Closed	-$10.9M	–	535
2018 Q2	$10.9M	Sell	311,563 -99,508	-24%	-$3.02M	0.37%	81
2018 Q1	$11.3M	Buy	411,071 +158,867	+63%	+$3.88M	0.4%	58
2017 Q4	$5.76M	Buy	+252,204	New	+$5.63M	0.22%	123

Other funds holding SRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Driehaus Capital Management's SRI Position: Q4 2019 in Review

Driehaus Capital Management sold out of Stoneridge (SRI) in Q4 2019, closing a stake of 203,501 shares — an estimated $6.3M sold.

Driehaus Capital Management first reported a position in SRI in Q4 2017 and held it in 5 quarters. The position peaked at $11.3M in Q1 2018. 150 funds tracked by Wall St. Rank hold SRI as of Q4 2019.

Driehaus Capital Management reported no remaining Stoneridge position as of Q4 2019 after selling out during the quarter.
Driehaus Capital Management sold 203,501 Stoneridge shares in Q4 2019, an estimated $6.3M.
Driehaus Capital Management first reported a position in Stoneridge in Q4 2017 and held it in 5 quarters.
Driehaus Capital Management's Stoneridge position peaked at $11.3M in Q1 2018.
150 funds tracked by Wall St. Rank held Stoneridge as of Q4 2019.

Based on Driehaus Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.