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Harbor Capital Advisors’s Stoneridge SRI Stock Holding History

Harbor Capital Advisors’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
-12,045
Closed -$222K – 767
2024
Q1 		$222K Sell
12,045
-4,636
-28% -$82.3K 0.03% 579
2023
Q4 		$326K Buy
16,681
+1,132
+7% +$19.6K 0.06% 305
2023
Q3 		$312K Sell
15,549
-4,770
-23% -$96.8K 0.07% 302
2023
Q2 		$383K Buy
+20,319
New +$356K 0.08% 290

Other funds holding SRI

Thrivent Financial for Lutherans
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
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Harbor Capital Advisors's SRI Position: Q2 2024 in Review

Harbor Capital Advisors sold out of Stoneridge (SRI) in Q2 2024, closing a stake of 12,045 shares — an estimated $222K sold.

Harbor Capital Advisors first reported a position in SRI in Q2 2023 and held it in 4 quarters. The position peaked at $383K in Q2 2023. 115 funds tracked by Wall St. Rank hold SRI as of Q2 2024.

  • Harbor Capital Advisors reported no remaining Stoneridge position as of Q2 2024 after selling out during the quarter.
  • Harbor Capital Advisors sold 12,045 Stoneridge shares in Q2 2024, an estimated $222K.
  • Harbor Capital Advisors first reported a position in Stoneridge in Q2 2023 and held it in 4 quarters.
  • Harbor Capital Advisors's Stoneridge position peaked at $383K in Q2 2023.
  • 115 funds tracked by Wall St. Rank held Stoneridge as of Q2 2024.

Based on Harbor Capital Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.