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Essential Partners’s Stoneridge SRI Stock Holding History

Essential Partners’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
2026
Q1 		$92 Sell
19
-5
-21% -$34 ﹤0.01% 2728
2025
Q4 		$139 Sell
24
-117
-83% -$736 ﹤0.01% 2502
2025
Q3 		$1.07K Sell
141
-1,075
-88% -$8.52K ﹤0.01% 1998
2025
Q2 		$8.56K Buy
+1,216
New +$5.96K ﹤0.01% 889

Other funds holding SRI

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $195M AUM 39.67% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $176M AUM 41.5% 1-Year Est. Return