FHC
SRI icon

Forest Hill Capital’s Stoneridge SRI Stock Holding History

Forest Hill Capital’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
2020
Q1 		– Sell
-30,000
Closed -$880K – 48
2019
Q4 		$880K Sell
30,000
-35,000
-54% -$1.08M 0.29% 41
2019
Q3 		$2.01M Hold
65,000
– – 0.71% 39
2019
Q2 		$2.05M Sell
65,000
-15,000
-19% -$444K 0.72% 39
2019
Q1 		$2.31M Hold
80,000
– – 0.71% 44
2018
Q4 		$1.97M Buy
80,000
+20,000
+33% +$508K 0.62% 46
2018
Q3 		$1.78M Buy
+60,000
New +$1.9M 0.39% 44

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SAM
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T. Rowe Price Associates
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FCM
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Massachusetts Financial Services
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Vanguard Group
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PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
CB
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return