GIM
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Granahan Investment Management’s Stoneridge SRI Stock Holding History

Granahan 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
2024
Q2 		– Sell
-205,653
Closed -$3.79M – 198
2024
Q1 		$3.79M Sell
205,653
-10,685
-5% -$190K 0.13% 140
2023
Q4 		$4.23M Buy
216,338
+22,288
+11% +$387K 0.14% 144
2023
Q3 		$3.89M Sell
194,050
-163,130
-46% -$3.31M 0.14% 140
2023
Q2 		$6.73M Sell
357,180
-50,644
-12% -$888K 0.21% 115
2023
Q1 		$7.63M Sell
407,824
-76,661
-16% -$1.65M 0.23% 102
2022
Q4 		$10.4M Sell
484,485
-222,284
-31% -$4.76M 0.32% 86
2022
Q3 		$12M Buy
706,769
+33,798
+5% +$635K 0.39% 78
2022
Q2 		$11.5M Buy
672,971
+198,168
+42% +$3.76M 0.39% 74
2022
Q1 		$9.86M Sell
474,803
-50,508
-10% -$929K 0.24% 92
2021
Q4 		$10.4M Buy
+525,311
New +$11.1M 0.21% 111

Other funds holding SRI

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return