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 Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

EAM Investors's SRI Position: Q1 2023 in Review

EAM Investors sold out of Stoneridge (SRI) in Q1 2023, closing a stake of 50,384 shares — an estimated $1.09M sold.

EAM Investors first reported a position in SRI in Q2 2013 and held it in 9 quarters. The position peaked at $2.04M in Q2 2013. 118 funds tracked by Wall St. Rank hold SRI as of Q1 2023.

EAM Investors reported no remaining Stoneridge position as of Q1 2023 after selling out during the quarter.
EAM Investors sold 50,384 Stoneridge shares in Q1 2023, an estimated $1.09M.
EAM Investors first reported a position in Stoneridge in Q2 2013 and held it in 9 quarters.
EAM Investors's Stoneridge position peaked at $2.04M in Q2 2013.
118 funds tracked by Wall St. Rank held Stoneridge as of Q1 2023.

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