Fiera Capital (Canada)

Fiera Capital (Canada)’s Stoneridge SRI Stock Holding History

Fiera Capital (Canada)’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
2021 Q3	–	Sell	-110,730	Closed	-$3.27M	–	602
2021 Q2	$3.27M	Sell	110,730 -7,741	-7%	-$245K	0.01%	235
2021 Q1	$3.77M	Buy	118,471 +4,225	+4%	+$133K	0.01%	222
2020 Q4	$3.45M	Buy	114,246 +39,805	+53%	+$1.03M	0.01%	279
2020 Q3	$1.37M	Sell	74,441 -2,336	-3%	-$47.7K	﹤0.01%	376
2020 Q2	$1.59M	Sell	76,777 -2,786	-4%	-$52.2K	0.01%	360
2020 Q1	$1.33M	Sell	79,563 -2,923	-4%	-$72.5K	0.01%	380
2019 Q4	$2.42M	Sell	82,486 -2,039	-2%	-$62.8K	0.01%	338
2019 Q3	$2.62M	Sell	84,525 -11,653	-12%	-$366K	0.01%	308
2019 Q2	$3.03M	Sell	96,178 -4,842	-5%	-$143K	0.01%	317
2019 Q1	$2.92M	Sell	101,020 -44,327	-30%	-$1.21M	0.01%	332
2018 Q4	$3.58M	Sell	145,347 -3,255	-2%	-$82.7K	0.02%	315
2018 Q3	$4.42M	Sell	148,602 -76,471	-34%	-$2.42M	0.02%	310
2018 Q2	$7.91M	Buy	+225,073	New	+$6.84M	0.03%	228

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Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return