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EVR Research’s Stoneridge SRI Stock Holding History

EVR Research’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 		$3.72M Buy
+770,000
New +$5.28M 1.49% 21
2025
Q1 		– Sell
-200,000
Closed -$1.25M – 48
2024
Q4 		$1.25M Sell
200,000
-670,000
-77% -$5.15M 0.42% 35
2024
Q3 		$9.74M Buy
870,000
+325,000
+60% +$4.64M 2.43% 17
2024
Q2 		$8.7M Buy
545,000
+145,000
+36% +$2.32M 2.6% 14
2024
Q1 		$7.38M Buy
400,000
+37,571
+10% +$667K 1.65% 22
2023
Q4 		$7.09M Sell
362,429
-76,858
-17% -$1.33M 1.59% 21
2023
Q3 		$8.82M Sell
439,287
-80,713
-16% -$1.64M 2.33% 17
2023
Q2 		$9.8M Buy
520,000
+175,000
+51% +$3.07M 2.62% 17
2023
Q1 		$6.45M Buy
345,000
+193,000
+127% +$4.14M 1.61% 22
2022
Q4 		$3.28M Buy
152,000
+39,167
+35% +$838K 0.99% 25
2022
Q3 		$1.91M Buy
112,833
+57,833
+105% +$1.09M 0.57% 31
2022
Q2 		$943K Buy
+55,000
New +$1.04M 0.28% 36

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 $5.72T 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 $369M 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

EVR Research's SRI Position: Q1 2026 in Review

EVR Research opened a new position in Stoneridge (SRI) in Q1 2026: 770,000 shares worth $3.72M. The stake represents 1.49% of the portfolio and ranks #21 among its holdings. This is a return to the name: EVR Research previously reported a position in SRI as recently as Q4 2024.

EVR Research first reported a position in SRI in Q2 2022 and has held it in 12 quarters since. The position peaked at $9.8M in Q2 2023. 114 funds tracked by Wall St. Rank hold SRI as of Q1 2026.

  • EVR Research held 770,000 shares of Stoneridge worth $3.72M as of Q1 2026.
  • Stoneridge was a new EVR Research position in Q1 2026.
  • Stoneridge made up 1.49% of EVR Research's portfolio in Q1 2026, its #21 holding.
  • EVR Research first reported a position in Stoneridge in Q2 2022 and has held it in 12 quarters since.
  • EVR Research's Stoneridge position peaked at $9.8M in Q2 2023.
  • 114 funds tracked by Wall St. Rank held Stoneridge as of Q1 2026.

Based on EVR Research's 13F filing for Q1 2026, filed 14 May 2026.