Janney Montgomery Scott
SRI icon

Janney Montgomery Scott’s Stoneridge SRI Stock Holding History

Janney Montgomery Scott’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
Q3 		– Sell
-11,783
Closed -$243K – 2133
2020
Q2 		$243K Buy
+11,783
New +$221K ﹤0.01% 1742
2020
Q1 		– Sell
-14,459
Closed -$424K – 2079
2019
Q4 		$424K Buy
14,459
+1,185
+9% +$36.5K ﹤0.01% 1512
2019
Q3 		$411K Buy
+13,274
New +$416K ﹤0.01% 1508

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Janney Montgomery Scott's SRI Position: Q3 2020 in Review

Janney Montgomery Scott sold out of Stoneridge (SRI) in Q3 2020, closing a stake of 11,783 shares — an estimated $243K sold.

Janney Montgomery Scott first reported a position in SRI in Q3 2019 and held it in 3 quarters. The position peaked at $424K in Q4 2019. 109 funds tracked by Wall St. Rank hold SRI as of Q3 2020.

  • Janney Montgomery Scott reported no remaining Stoneridge position as of Q3 2020 after selling out during the quarter.
  • Janney Montgomery Scott sold 11,783 Stoneridge shares in Q3 2020, an estimated $243K.
  • Janney Montgomery Scott first reported a position in Stoneridge in Q3 2019 and held it in 3 quarters.
  • Janney Montgomery Scott's Stoneridge position peaked at $424K in Q4 2019.
  • 109 funds tracked by Wall St. Rank held Stoneridge as of Q3 2020.

Based on Janney Montgomery Scott's 13F filing for Q3 2020, filed 6 Nov 2020.