EGI
SRI icon

EAM Global Investors’s Stoneridge SRI Stock Holding History

EAM Global Investors’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
Q1 		– Sell
-74,485
Closed -$1.61M – 178
2022
Q4 		$1.61M Buy
+74,485
New +$1.59M 0.41% 125
2018
Q3 		– Sell
-55,366
Closed -$1.95M – 186
2018
Q2 		$1.95M Hold
55,366
– – 0.95% 5
2018
Q1 		$1.53M Hold
55,366
– – 0.79% 18
2017
Q4 		$1.27M Buy
+55,366
New +$1.24M 0.65% 36

Other funds holding SRI

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

EAM Global Investors's SRI Position: Q1 2023 in Review

EAM Global Investors sold out of Stoneridge (SRI) in Q1 2023, closing a stake of 74,485 shares — an estimated $1.61M sold.

EAM Global Investors first reported a position in SRI in Q4 2017 and held it in 4 quarters. The position peaked at $1.95M in Q2 2018. 118 funds tracked by Wall St. Rank hold SRI as of Q1 2023.

  • EAM Global Investors reported no remaining Stoneridge position as of Q1 2023 after selling out during the quarter.
  • EAM Global Investors sold 74,485 Stoneridge shares in Q1 2023, an estimated $1.61M.
  • EAM Global Investors first reported a position in Stoneridge in Q4 2017 and held it in 4 quarters.
  • EAM Global Investors's Stoneridge position peaked at $1.95M in Q2 2018.
  • 118 funds tracked by Wall St. Rank held Stoneridge as of Q1 2023.

Based on EAM Global Investors's 13F filing for Q1 2023, filed 15 May 2023.