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Gradient Investments’s Stoneridge SRI Stock Holding History

Gradient Investments’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
2023
Q2 		– Sell
-50
Closed -$935 – 1872
2023
Q1 		$935 Hold
50
– – ﹤0.01% 1215
2022
Q4 		$1.08K Hold
50
– – ﹤0.01% 1181
2022
Q3 		$1K Hold
50
– – ﹤0.01% 1295
2022
Q2 		$1K Hold
50
– – ﹤0.01% 1170
2022
Q1 		$1K Buy
+50
New +$920 ﹤0.01% 1133

Other funds holding SRI

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Gradient Investments's SRI Position: Q2 2023 in Review

Gradient Investments sold out of Stoneridge (SRI) in Q2 2023, closing a stake of 50 shares — an estimated $935 sold.

Gradient Investments first reported a position in SRI in Q1 2022 and held it in 5 quarters. The position peaked at $1.08K in Q4 2022. 113 funds tracked by Wall St. Rank hold SRI as of Q2 2023.

  • Gradient Investments reported no remaining Stoneridge position as of Q2 2023 after selling out during the quarter.
  • Gradient Investments sold 50 Stoneridge shares in Q2 2023, an estimated $935.
  • Gradient Investments first reported a position in Stoneridge in Q1 2022 and held it in 5 quarters.
  • Gradient Investments's Stoneridge position peaked at $1.08K in Q4 2022.
  • 113 funds tracked by Wall St. Rank held Stoneridge as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.