JIR
SRI icon

James Investment Research’s Stoneridge SRI Stock Holding History

James Investment Research’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
2020
Q1 		– Sell
-31,665
Closed -$928K – 531
2019
Q4 		$928K Buy
31,665
+110
+0.3% +$3.39K 0.06% 193
2019
Q3 		$977K Buy
31,555
+1,880
+6% +$59K 0.07% 185
2019
Q2 		$936K Buy
29,675
+1,295
+5% +$38.3K 0.07% 183
2019
Q1 		$819K Buy
28,380
+1,440
+5% +$39.4K 0.05% 245
2018
Q4 		$664K Sell
26,940
-62,300
-70% -$1.58M 0.04% 439
2018
Q3 		$2.65M Buy
89,240
+1,985
+2% +$62.9K 0.11% 180
2018
Q2 		$3.07M Buy
87,255
+45
+0.1% +$1.37K 0.12% 169
2018
Q1 		$2.41M Buy
87,210
+650
+0.8% +$15.9K 0.09% 222
2017
Q4 		$1.98M Hold
86,560
– – 0.07% 287
2017
Q3 		$1.72M Sell
86,560
-650
-0.7% -$10.8K 0.06% 355
2017
Q2 		$1.34M Buy
+87,210
New +$1.46M 0.04% 322

Other funds holding SRI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $691M AUM 27.96% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return