EA
SRI icon

Emerald Acquisition’s Stoneridge SRI Stock Holding History

Emerald Acquisition’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
2016
Q3 		$1.36M Buy
74,027
+25,800
+53% +$445K ﹤0.01% 1965
2016
Q2 		$721K Buy
+48,227
New +$728K ﹤0.01% 2331

Other funds holding SRI

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Emerald Acquisition's SRI Position: Q3 2016 in Review

Emerald Acquisition increased its Stoneridge (SRI) stake by 53% in Q3 2016, buying an estimated $445K and bringing the position to 74,027 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

Emerald Acquisition first reported a position in SRI in Q2 2016 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold SRI as of Q3 2016.

  • Emerald Acquisition held 74,027 shares of Stoneridge worth $1.36M as of Q3 2016.
  • Emerald Acquisition bought 25,800 Stoneridge shares in Q3 2016, an estimated $445K.
  • Stoneridge made up ﹤0.01% of Emerald Acquisition's portfolio in Q3 2016, its #1965 holding.
  • Emerald Acquisition first reported a position in Stoneridge in Q2 2016 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held Stoneridge as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.