ECM
SRI icon

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 $2.92B AUM 30.49% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return