EI
SRI icon

EAM Investors’s Stoneridge SRI Stock Holding History

EAM 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
-50,384
Closed -$1.09M – 357
2022
Q4 		$1.09M Buy
+50,384
New +$1.08M 0.22% 212
2018
Q3 		– Sell
-43,953
Closed -$1.54M – 364
2018
Q2 		$1.54M Sell
43,953
-5,168
-11% -$157K 0.24% 170
2018
Q1 		$1.36M Hold
49,121
– – 0.23% 167
2017
Q4 		$1.12M Buy
+49,121
New +$1.1M 0.2% 186
2016
Q4 		– Sell
-56,923
Closed -$1.05M – 359
2016
Q3 		$1.05M Sell
56,923
-7,419
-12% -$128K 0.14% 247
2016
Q2 		$961K Sell
64,342
-10,986
-15% -$166K 0.14% 257
2016
Q1 		$1.1M Sell
75,328
-11,507
-13% -$145K 0.17% 225
2015
Q4 		$1.28M Buy
+86,835
New +$1.17M 0.17% 230
2013
Q3 		– Sell
-175,556
Closed -$2.04M – 358
2013
Q2 		$2.04M Buy
+175,556
New +$1.63M 0.44% 57

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 $5.7T AUM 30.48% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.08B 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