Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Stoneridge SRI Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2021
Q3 		– Sell
-57,200
Closed -$1.69M – 761
2021
Q2 		$1.69M Sell
57,200
-59,300
-51% -$1.88M 0.01% 484
2021
Q1 		$3.71M Sell
116,500
-44,500
-28% -$1.41M 0.02% 378
2020
Q4 		$4.87M Sell
161,000
-152,200
-49% -$3.94M 0.03% 295
2020
Q3 		$5.75M Sell
313,200
-54,872
-15% -$1.12M 0.04% 218
2020
Q2 		$7.6M Sell
368,072
-55,300
-13% -$1.04M 0.06% 183
2020
Q1 		$7.09M Buy
423,372
+142,372
+51% +$3.53M 0.06% 183
2019
Q4 		$8.24M Buy
281,000
+180,405
+179% +$5.55M 0.06% 221
2019
Q3 		$3.12M Sell
100,595
-37,435
-27% -$1.17M 0.02% 360
2019
Q2 		$4.36M Sell
138,030
-94,600
-41% -$2.8M 0.03% 326
2019
Q1 		$6.71M Buy
232,630
+175,500
+307% +$4.8M 0.05% 225
2018
Q4 		$1.41M Sell
57,130
-16,500
-22% -$419K 0.01% 331
2018
Q3 		$2.19M Buy
73,630
+4,900
+7% +$155K 0.01% 299
2018
Q2 		$2.42M Buy
68,730
+44,130
+179% +$1.34M 0.02% 289
2018
Q1 		$679K Buy
+24,600
New +$601K ﹤0.01% 423

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s SRI Position: Q3 2021 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Stoneridge (SRI) in Q3 2021, closing a stake of 57,200 shares — an estimated $1.69M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in SRI in Q1 2018 and held it in 14 quarters. The position peaked at $8.24M in Q4 2019. 111 funds tracked by Wall St. Rank hold SRI as of Q3 2021.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Stoneridge position as of Q3 2021 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 57,200 Stoneridge shares in Q3 2021, an estimated $1.69M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Stoneridge in Q1 2018 and held it in 14 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Stoneridge position peaked at $8.24M in Q4 2019.
  • 111 funds tracked by Wall St. Rank held Stoneridge as of Q3 2021.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q3 2021, filed 12 Nov 2021.