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Fort Washington Investment Advisors’s Stoneridge SRI Stock Holding History

Fort Washington Investment Advisors’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
Q3 		– Sell
-465,000
Closed -$14.7M – 522
2019
Q2 		$14.7M Hold
465,000
– – 0.16% 119
2019
Q1 		$13.4M Buy
+465,000
New +$12.7M 0.15% 155

Other funds holding SRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Fort Washington Investment Advisors's SRI Position: Q3 2019 in Review

Fort Washington Investment Advisors sold out of Stoneridge (SRI) in Q3 2019, closing a stake of 465,000 shares — an estimated $14.7M sold.

Fort Washington Investment Advisors first reported a position in SRI in Q1 2019 and held it in 2 quarters. The position peaked at $14.7M in Q2 2019. 150 funds tracked by Wall St. Rank hold SRI as of Q3 2019.

  • Fort Washington Investment Advisors reported no remaining Stoneridge position as of Q3 2019 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 465,000 Stoneridge shares in Q3 2019, an estimated $14.7M.
  • Fort Washington Investment Advisors first reported a position in Stoneridge in Q1 2019 and held it in 2 quarters.
  • Fort Washington Investment Advisors's Stoneridge position peaked at $14.7M in Q2 2019.
  • 150 funds tracked by Wall St. Rank held Stoneridge as of Q3 2019.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.