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 $4.21B AUM 44.81% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

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

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

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

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

IndexIQ Advisors's SRI Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in Stoneridge (SRI) in Q1 2022: 19,865 shares worth $412K. The stake represents 0.01% of the portfolio and ranks #516 among its holdings. This is a return to the name: IndexIQ Advisors previously reported a position in SRI as recently as Q4 2018.

IndexIQ Advisors first reported a position in SRI in Q2 2017 and has held it in 8 quarters since. The position peaked at $2.79M in Q2 2018. 124 funds tracked by Wall St. Rank hold SRI as of Q1 2022.

IndexIQ Advisors held 19,865 shares of Stoneridge worth $412K as of Q1 2022.
Stoneridge was a new IndexIQ Advisors position in Q1 2022.
Stoneridge made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #516 holding.
IndexIQ Advisors first reported a position in Stoneridge in Q2 2017 and has held it in 8 quarters since.
IndexIQ Advisors's Stoneridge position peaked at $2.79M in Q2 2018.
124 funds tracked by Wall St. Rank held Stoneridge as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.