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 Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Granahan Investment Management's SRI Position: Q2 2024 in Review

Granahan Investment Management sold out of Stoneridge (SRI) in Q2 2024, closing a stake of 205,653 shares — an estimated $3.79M sold.

Granahan Investment Management first reported a position in SRI in Q4 2021 and held it in 10 quarters. The position peaked at $12M in Q3 2022. 115 funds tracked by Wall St. Rank hold SRI as of Q2 2024.

Granahan Investment Management reported no remaining Stoneridge position as of Q2 2024 after selling out during the quarter.
Granahan Investment Management sold 205,653 Stoneridge shares in Q2 2024, an estimated $3.79M.
Granahan Investment Management first reported a position in Stoneridge in Q4 2021 and held it in 10 quarters.
Granahan Investment Management's Stoneridge position peaked at $12M in Q3 2022.
115 funds tracked by Wall St. Rank held Stoneridge as of Q2 2024.

Based on Granahan Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.