Financial Gravity Asset Management’s Stoneridge SRI Stock Holding History

Financial Gravity Asset Management’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
2019 Q4	$29K	Buy	54 +3	+6%	+$92	0.02%	880
2019 Q3	$2K	Sell	51 -1	-2%	-$31	﹤0.01%	923
2019 Q2	$2K	Buy	52 +6	+13%	+$178	﹤0.01%	943
2019 Q1	$1K	Buy	+46	New	+$1.26K	﹤0.01%	1183
2018 Q3	$1K	Buy	54 +21	+64%	+$666	﹤0.01%	1245
2018 Q2	$1K	Sell	33 -10	-23%	-$304	﹤0.01%	1273
2018 Q1	$1K	Buy	+43	New	+$1.05K	﹤0.01%	1256

Other funds holding SRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Gravity Asset Management's SRI Position: Q4 2019 in Review

Financial Gravity Asset Management increased its Stoneridge (SRI) stake by 5.9% in Q4 2019, buying an estimated $92 and bringing the position to 54 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #880.

Financial Gravity Asset Management first reported a position in SRI in Q1 2018 and has held it in 7 quarters since. 150 funds tracked by Wall St. Rank hold SRI as of Q4 2019.

Financial Gravity Asset Management held 54 shares of Stoneridge worth $29K as of Q4 2019.
Financial Gravity Asset Management bought 3 Stoneridge shares in Q4 2019, an estimated $92.
Stoneridge made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #880 holding.
Financial Gravity Asset Management first reported a position in Stoneridge in Q1 2018 and has held it in 7 quarters since.
150 funds tracked by Wall St. Rank held Stoneridge as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.