Hood River Capital Management’s Stoneridge SRI Stock Holding History

Hood River Capital 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
2019 Q4	–	Sell	-321,161	Closed	-$9.95M	–	118
2019 Q3	$9.95M	Sell	321,161 -387,869	-55%	-$12.2M	0.51%	78
2019 Q2	$22.4M	Buy	709,030 +21,752	+3%	+$644K	1.05%	37
2019 Q1	$19.8M	Sell	687,278 -143,923	-17%	-$3.93M	1%	41
2018 Q4	$20.5M	Buy	+831,201	New	+$21.1M	1.21%	31

Other funds holding SRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hood River Capital Management's SRI Position: Q4 2019 in Review

Hood River Capital Management sold out of Stoneridge (SRI) in Q4 2019, closing a stake of 321,161 shares — an estimated $9.95M sold.

Hood River Capital Management first reported a position in SRI in Q4 2018 and held it in 4 quarters. The position peaked at $22.4M in Q2 2019. 150 funds tracked by Wall St. Rank hold SRI as of Q4 2019.

Hood River Capital Management reported no remaining Stoneridge position as of Q4 2019 after selling out during the quarter.
Hood River Capital Management sold 321,161 Stoneridge shares in Q4 2019, an estimated $9.95M.
Hood River Capital Management first reported a position in Stoneridge in Q4 2018 and held it in 4 quarters.
Hood River Capital Management's Stoneridge position peaked at $22.4M in Q2 2019.
150 funds tracked by Wall St. Rank held Stoneridge as of Q4 2019.

Based on Hood River Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.