GI
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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

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BlackRock
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CCPM
Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return
CB
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FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return