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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
Q2 		$5.12M Sell
700,000
-70,000
-9% -$480K 2.53% 15
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

EVR Research's SRI Position: Q2 2026 in Review

EVR Research reduced its Stoneridge (SRI) stake by 9.1% in Q2 2026, selling an estimated $480K and leaving 700,000 shares worth $5.12M. The position accounts for 2.53% of the portfolio, ranked #15.

EVR Research first reported a position in SRI in Q2 2022 and has held it in 13 quarters since. The position peaked at $9.8M in Q2 2023. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • EVR Research held 700,000 shares of Stoneridge worth $5.12M as of Q2 2026.
  • EVR Research sold 70,000 Stoneridge shares in Q2 2026, an estimated $480K.
  • Stoneridge made up 2.53% of EVR Research's portfolio in Q2 2026, its #15 holding.
  • EVR Research first reported a position in Stoneridge in Q2 2022 and has held it in 13 quarters since.
  • EVR Research's Stoneridge position peaked at $9.8M in Q2 2023.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on EVR Research's 13F filing for Q2 2026, filed 13 Aug 2026.