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Jefferies Group’s Stoneridge SRI Stock Holding History

Jefferies Group’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
Q4 		– Sell
-10,428
Closed -$323K – 2965
2019
Q3 		$323K Buy
+10,428
New +$327K ﹤0.01% 2138
2018
Q4 		– Sell
-7,024
Closed -$209K – 2532
2018
Q3 		$209K Buy
+7,024
New +$223K ﹤0.01% 2096

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jefferies Group's SRI Position: Q4 2019 in Review

Jefferies Group sold out of Stoneridge (SRI) in Q4 2019, closing a stake of 10,428 shares — an estimated $323K sold.

Jefferies Group first reported a position in SRI in Q3 2018 and held it in 2 quarters. The position peaked at $323K in Q3 2019. 150 funds tracked by Wall St. Rank hold SRI as of Q4 2019.

  • Jefferies Group reported no remaining Stoneridge position as of Q4 2019 after selling out during the quarter.
  • Jefferies Group sold 10,428 Stoneridge shares in Q4 2019, an estimated $323K.
  • Jefferies Group first reported a position in Stoneridge in Q3 2018 and held it in 2 quarters.
  • Jefferies Group's Stoneridge position peaked at $323K in Q3 2019.
  • 150 funds tracked by Wall St. Rank held Stoneridge as of Q4 2019.

Based on Jefferies Group's 13F filing for Q4 2019, filed 13 Feb 2020.