Glenmede Trust’s Stoneridge SRI Stock Holding History

Glenmede Trust’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	-300	Closed	-$11K	–	1798
2018 Q2	$11K	Buy	+300	New	+$9.11K	﹤0.01%	1884
2016 Q2	–	Sell	-256	Closed	-$3K	–	2690
2016 Q1	$3K	Buy	+256	New	+$3.22K	﹤0.01%	2332

Other funds holding SRI

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Glenmede Trust's SRI Position: Q3 2018 in Review

Glenmede Trust sold out of Stoneridge (SRI) in Q3 2018, closing a stake of 300 shares — an estimated $11K sold.

Glenmede Trust first reported a position in SRI in Q1 2016 and held it in 2 quarters. The position peaked at $11K in Q2 2018. 174 funds tracked by Wall St. Rank hold SRI as of Q3 2018.

Glenmede Trust reported no remaining Stoneridge position as of Q3 2018 after selling out during the quarter.
Glenmede Trust sold 300 Stoneridge shares in Q3 2018, an estimated $11K.
Glenmede Trust first reported a position in Stoneridge in Q1 2016 and held it in 2 quarters.
Glenmede Trust's Stoneridge position peaked at $11K in Q2 2018.
174 funds tracked by Wall St. Rank held Stoneridge as of Q3 2018.

Based on Glenmede Trust's 13F filing for Q3 2018, filed 15 Nov 2018.