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Howe & Rusling’s Stoneridge SRI Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-147
Closed -$2K – 928
2022
Q3 		$2K Hold
147
– – ﹤0.01% 909
2022
Q2 		$3K Sell
147
-53
-27% -$1.01K ﹤0.01% 818
2022
Q1 		$4K Hold
200
– – ﹤0.01% 737
2021
Q4 		$4K Hold
200
– – ﹤0.01% 753
2021
Q3 		$4K Buy
200
+74
+59% +$1.83K ﹤0.01% 729
2021
Q2 		$4K Buy
+126
New +$3.99K ﹤0.01% 693

Other funds holding SRI

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Howe & Rusling's SRI Position: Q4 2022 in Review

Howe & Rusling sold out of Stoneridge (SRI) in Q4 2022, closing a stake of 147 shares — an estimated $2K sold.

Howe & Rusling first reported a position in SRI in Q2 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 115 funds tracked by Wall St. Rank hold SRI as of Q4 2022.

  • Howe & Rusling reported no remaining Stoneridge position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 147 Stoneridge shares in Q4 2022, an estimated $2K.
  • Howe & Rusling first reported a position in Stoneridge in Q2 2021 and held it in 6 quarters.
  • Howe & Rusling's Stoneridge position peaked at $4K in Q1 2022.
  • 115 funds tracked by Wall St. Rank held Stoneridge as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.