ECM
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EMC Capital Management’s Stoneridge SRI Stock Holding History

EMC 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
2022
Q2 		– Sell
-19,821
Closed -$391K – 325
2022
Q1 		$391K Sell
19,821
-27,937
-58% -$514K 0.28% 39
2021
Q4 		$943K Hold
47,758
– – 0.51% 51
2021
Q3 		$906K Buy
47,758
+8,875
+23% +$220K 0.51% 53
2021
Q2 		$1.15M Buy
38,883
+17,845
+85% +$565K 0.65% 41
2021
Q1 		$669K Buy
+21,038
New +$664K 0.48% 66

Other funds holding SRI

CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

EMC Capital Management's SRI Position: Q2 2022 in Review

EMC Capital Management sold out of Stoneridge (SRI) in Q2 2022, closing a stake of 19,821 shares — an estimated $391K sold.

EMC Capital Management first reported a position in SRI in Q1 2021 and held it in 5 quarters. The position peaked at $1.15M in Q2 2021. 115 funds tracked by Wall St. Rank hold SRI as of Q2 2022.

  • EMC Capital Management reported no remaining Stoneridge position as of Q2 2022 after selling out during the quarter.
  • EMC Capital Management sold 19,821 Stoneridge shares in Q2 2022, an estimated $391K.
  • EMC Capital Management first reported a position in Stoneridge in Q1 2021 and held it in 5 quarters.
  • EMC Capital Management's Stoneridge position peaked at $1.15M in Q2 2021.
  • 115 funds tracked by Wall St. Rank held Stoneridge as of Q2 2022.

Based on EMC Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.