Franklin Resources
SRI icon

Franklin Resources’s Stoneridge SRI Stock Holding History

Franklin Resources’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
2024
Q4 		– Sell
-26,764
Closed -$274K – 3017
2024
Q3 		$274K Sell
26,764
-393
-1% -$5.61K ﹤0.01% 2520
2024
Q2 		$433K Buy
27,157
+1,200
+5% +$19.2K ﹤0.01% 2295
2024
Q1 		$479K Buy
+25,957
New +$461K ﹤0.01% 2267

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return

Franklin Resources's SRI Position: Q4 2024 in Review

Franklin Resources sold out of Stoneridge (SRI) in Q4 2024, closing a stake of 26,764 shares — an estimated $274K sold.

Franklin Resources first reported a position in SRI in Q1 2024 and held it in 3 quarters. The position peaked at $479K in Q1 2024. 129 funds tracked by Wall St. Rank hold SRI as of Q4 2024.

  • Franklin Resources reported no remaining Stoneridge position as of Q4 2024 after selling out during the quarter.
  • Franklin Resources sold 26,764 Stoneridge shares in Q4 2024, an estimated $274K.
  • Franklin Resources first reported a position in Stoneridge in Q1 2024 and held it in 3 quarters.
  • Franklin Resources's Stoneridge position peaked at $479K in Q1 2024.
  • 129 funds tracked by Wall St. Rank held Stoneridge as of Q4 2024.

Based on Franklin Resources's 13F filing for Q4 2024, filed 12 Feb 2025.