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Dynamic Technology Lab’s Stoneridge SRI Stock Holding History

Dynamic Technology Lab’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
2026
Q1 		– Sell
-24,156
Closed -$140K – 1152
2025
Q4 		$140K Buy
+24,156
New +$152K 0.03% 654
2025
Q1 		– Sell
-47,825
Closed -$300K – 1334
2024
Q4 		$300K Sell
47,825
-23,391
-33% -$180K 0.05% 636
2024
Q3 		$797K Buy
+71,216
New +$1.02M 0.08% 408
2017
Q2 		– Sell
-19,515
Closed -$354K – 1290
2017
Q1 		$354K Buy
+19,515
New +$343K 0.08% 480
2016
Q4 		– Sell
-22,716
Closed -$418K – 1138
2016
Q3 		$418K Buy
+22,716
New +$392K 0.11% 317
2016
Q2 		– Sell
-16,020
Closed -$233K – 1147
2016
Q1 		$233K Buy
+16,020
New +$202K 0.06% 668
2015
Q4 		– Sell
-40,003
Closed -$494K – 1101
2015
Q3 		$494K Buy
+40,003
New +$475K 0.17% 180
2013
Q3 		– Sell
-15,595
Closed -$182K – 584
2013
Q2 		$182K Buy
+15,595
New +$144K 0.19% 272

Other funds holding SRI

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

Dynamic Technology Lab's SRI Position: Q1 2026 in Review

Dynamic Technology Lab sold out of Stoneridge (SRI) in Q1 2026, closing a stake of 24,156 shares — an estimated $140K sold.

Dynamic Technology Lab first reported a position in SRI in Q2 2013 and held it in 8 quarters. The position peaked at $797K in Q3 2024. 114 funds tracked by Wall St. Rank hold SRI as of Q1 2026.

  • Dynamic Technology Lab reported no remaining Stoneridge position as of Q1 2026 after selling out during the quarter.
  • Dynamic Technology Lab sold 24,156 Stoneridge shares in Q1 2026, an estimated $140K.
  • Dynamic Technology Lab first reported a position in Stoneridge in Q2 2013 and held it in 8 quarters.
  • Dynamic Technology Lab's Stoneridge position peaked at $797K in Q3 2024.
  • 114 funds tracked by Wall St. Rank held Stoneridge as of Q1 2026.

Based on Dynamic Technology Lab's 13F filing for Q1 2026, filed 15 May 2026.