GCM
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Graham Capital Management’s Stoneridge SRI Stock Holding History

Graham Capital 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
2025
Q3 		– Sell
-19,040
Closed -$134K – 1646
2025
Q2 		$134K Sell
19,040
-49,519
-72% -$243K ﹤0.01% 1183
2025
Q1 		$315K Buy
68,559
+23,434
+52% +$119K 0.01% 979
2024
Q4 		$283K Buy
+45,125
New +$347K 0.01% 957
2017
Q1 		– Sell
-85,537
Closed -$1.51M – 114
2016
Q4 		$1.51M Buy
85,537
+36,626
+75% +$620K 0.19% 65
2016
Q3 		$900K Buy
48,911
+13,410
+38% +$231K 0.09% 89
2016
Q2 		$530K Buy
35,501
+14,001
+65% +$211K 0.06% 85
2016
Q1 		$313K Buy
+21,500
New +$270K 0.04% 95

Other funds holding SRI

2L
22NW LP Seattle, Washington $146M AUM 29.83% 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 $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $195M AUM 39.67% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return