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Freedom Investment Management’s Stoneridge SRI Stock Holding History

Freedom Investment 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
2018
Q3 		– Sell
-5,926
Closed -$208K – 971
2018
Q2 		$208K Sell
5,926
-1,855
-24% -$56.3K 0.01% 876
2018
Q1 		$215K Buy
+7,781
New +$190K 0.01% 1006
2017
Q3 		– Sell
-10,495
Closed -$162K – 1146
2017
Q2 		$162K Buy
+10,495
New +$176K 0.01% 1001

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Freedom Investment Management's SRI Position: Q3 2018 in Review

Freedom Investment Management sold out of Stoneridge (SRI) in Q3 2018, closing a stake of 5,926 shares — an estimated $208K sold.

Freedom Investment Management first reported a position in SRI in Q2 2017 and held it in 3 quarters. The position peaked at $215K in Q1 2018. 174 funds tracked by Wall St. Rank hold SRI as of Q3 2018.

  • Freedom Investment Management reported no remaining Stoneridge position as of Q3 2018 after selling out during the quarter.
  • Freedom Investment Management sold 5,926 Stoneridge shares in Q3 2018, an estimated $208K.
  • Freedom Investment Management first reported a position in Stoneridge in Q2 2017 and held it in 3 quarters.
  • Freedom Investment Management's Stoneridge position peaked at $215K in Q1 2018.
  • 174 funds tracked by Wall St. Rank held Stoneridge as of Q3 2018.

Based on Freedom Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.