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EntryPoint Capital’s Stoneridge SRI Stock Holding History

EntryPoint Capital’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
2024
Q4 		– Sell
-10,217
Closed -$114K – 947
2024
Q3 		$114K Sell
10,217
-5,900
-37% -$84.2K 0.07% 546
2024
Q2 		$257K Buy
+16,117
New +$258K 0.12% 267

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return

EntryPoint Capital's SRI Position: Q4 2024 in Review

EntryPoint Capital sold out of Stoneridge (SRI) in Q4 2024, closing a stake of 10,217 shares — an estimated $114K sold.

EntryPoint Capital first reported a position in SRI in Q2 2024 and held it in 2 quarters. The position peaked at $257K in Q2 2024. 129 funds tracked by Wall St. Rank hold SRI as of Q4 2024.

  • EntryPoint Capital reported no remaining Stoneridge position as of Q4 2024 after selling out during the quarter.
  • EntryPoint Capital sold 10,217 Stoneridge shares in Q4 2024, an estimated $114K.
  • EntryPoint Capital first reported a position in Stoneridge in Q2 2024 and held it in 2 quarters.
  • EntryPoint Capital's Stoneridge position peaked at $257K in Q2 2024.
  • 129 funds tracked by Wall St. Rank held Stoneridge as of Q4 2024.

Based on EntryPoint Capital's 13F filing for Q4 2024, filed 11 Feb 2025.