Ewing Morris & Co Investment Partners’s Stoneridge SRI Stock Holding History

Ewing Morris & Co Investment 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	$5.5M	Buy	1,365,054 +28,850	+2%	+$198K	2.47%	9
2025 Q4	$6.56M	Hold	1,336,204	–	–	2.86%	7
2025 Q3	$8.46M	Buy	1,336,204 +111,931	+9%	+$887K	3.62%	3
2025 Q2	$7.11M	Hold	1,224,273	–	–	3.19%	5
2025 Q1	$6.47M	Hold	1,224,273	–	–	2.04%	16
2024 Q4	$8.84M	Buy	1,224,273 +16,833	+1%	+$129K	3.05%	10
2024 Q3	$15.1M	Sell	1,207,440 -7,259	-0.6%	-$104K	7.31%	3
2024 Q2	$19.4M	Hold	1,214,699	–	–	12.33%	1
2024 Q1	$25.1M	Hold	1,214,699	–	–	11.4%	1
2023 Q4	$23.8M	Hold	1,214,699	–	–	16.98%	1
2023 Q3	$24.4M	Hold	1,214,699	–	–	19.72%	1
2023 Q2	$22.9M	Hold	1,214,699	–	–	17.72%	1
2023 Q1	$22.7M	Sell	1,214,699 -21,432	-2%	-$460K	17.92%	1
2022 Q4	$26.7M	Buy	1,236,131 +41,001	+3%	+$877K	32.16%	1
2022 Q3	$20.3M	Sell	1,195,130 -15,772	-1%	-$296K	26.49%	1
2022 Q2	$22.8M	Buy	1,210,902 +13,018	+1%	+$247K	15.45%	3
2022 Q1	$26.9M	Buy	1,197,884 +287,517	+32%	+$5.29M	16.85%	3
2021 Q4	$19.2M	Buy	+910,367	New	+$19.2M	13.11%	4

Other funds holding SRI

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return

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

EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return