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HBK Investments’s Stoneridge SRI Stock Holding History

HBK Investments’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
2019
Q2 		– Sell
-16,291
Closed -$470K – 1000
2019
Q1 		$470K Sell
16,291
-22,426
-58% -$613K ﹤0.01% 837
2018
Q4 		$954K Buy
38,717
+2,117
+6% +$53.8K 0.01% 703
2018
Q3 		$1.09M Buy
+36,600
New +$1.16M 0.01% 694

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HBK Investments's SRI Position: Q2 2019 in Review

HBK Investments sold out of Stoneridge (SRI) in Q2 2019, closing a stake of 16,291 shares — an estimated $470K sold.

HBK Investments first reported a position in SRI in Q3 2018 and held it in 3 quarters. The position peaked at $1.09M in Q3 2018. 147 funds tracked by Wall St. Rank hold SRI as of Q2 2019.

  • HBK Investments reported no remaining Stoneridge position as of Q2 2019 after selling out during the quarter.
  • HBK Investments sold 16,291 Stoneridge shares in Q2 2019, an estimated $470K.
  • HBK Investments first reported a position in Stoneridge in Q3 2018 and held it in 3 quarters.
  • HBK Investments's Stoneridge position peaked at $1.09M in Q3 2018.
  • 147 funds tracked by Wall St. Rank held Stoneridge as of Q2 2019.

Based on HBK Investments's 13F filing for Q2 2019, filed 14 Aug 2019.