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IndexIQ Advisors’s Stoneridge SRI Stock Holding History

IndexIQ 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
2022
Q1 		$412K Buy
+19,865
New +$366K 0.01% 516
2019
Q1 		– Sell
-76,152
Closed -$1.88M – 673
2018
Q4 		$1.88M Sell
76,152
-6,212
-8% -$158K 0.05% 242
2018
Q3 		$2.45M Buy
82,364
+3,111
+4% +$98.6K 0.08% 243
2018
Q2 		$2.79M Buy
79,253
+6,579
+9% +$200K 0.09% 186
2018
Q1 		$2.01M Sell
72,674
-4,994
-6% -$122K 0.06% 315
2017
Q4 		$1.77M Buy
77,668
+29,886
+63% +$668K 0.07% 178
2017
Q3 		$947K Buy
47,782
+21,687
+83% +$359K 0.04% 264
2017
Q2 		$402K Buy
+26,095
New +$437K 0.02% 414

Other funds holding SRI

CCPM
Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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 $691M AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return