J. Goldman & Co’s Stoneridge SRI Stock Holding History

J. Goldman & Co’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 Q1	–	Sell	-90,000	Closed	-$2.22M	–	328
2018 Q4	$2.22M	Buy	+90,000	New	+$2.29M	0.17%	135

Other funds holding SRI

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

J. Goldman & Co's SRI Position: Q1 2019 in Review

J. Goldman & Co sold out of Stoneridge (SRI) in Q1 2019, closing a stake of 43,987 shares — an estimated $1.08M sold.

J. Goldman & Co first reported a position in SRI in Q4 2018 and held it in 1 quarter. The position peaked at $1.08M in Q4 2018. 159 funds tracked by Wall St. Rank hold SRI as of Q1 2019.

J. Goldman & Co reported no remaining Stoneridge position as of Q1 2019 after selling out during the quarter.
J. Goldman & Co sold 43,987 Stoneridge shares in Q1 2019, an estimated $1.08M.
J. Goldman & Co first reported a position in Stoneridge in Q4 2018 and held it in 1 quarter.
J. Goldman & Co's Stoneridge position peaked at $1.08M in Q4 2018.
159 funds tracked by Wall St. Rank held Stoneridge as of Q1 2019.

Based on J. Goldman & Co's 13F filing for Q1 2019, filed 14 May 2019.