JO
SRI icon

John Overdeck’s Stoneridge SRI Stock Holding History

John Overdeck’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
2026
Q2 		$2.94M Buy
402,194
+14,150
+4% +$97.1K ﹤0.01% 2644
2026
Q1 		$1.87M Buy
388,044
+49,810
+15% +$341K ﹤0.01% 2799
2025
Q4 		$1.96M Buy
338,234
+44,746
+15% +$282K ﹤0.01% 2451
2025
Q3 		$2.24M Buy
293,488
+31,661
+12% +$251K ﹤0.01% 2050
2025
Q2 		$1.84M Buy
261,827
+55,227
+27% +$271K ﹤0.01% 1889
2025
Q1 		$948K Buy
206,600
+95,260
+86% +$484K ﹤0.01% 2210
2024
Q4 		$698K Buy
+111,340
New +$855K ﹤0.01% 2374
2024
Q2 		– Sell
-11,409
Closed -$210K – 3315
2024
Q1 		$210K Sell
11,409
-3,027
-21% -$53.7K ﹤0.01% 2695
2023
Q4 		$283K Buy
14,436
+1,309
+10% +$22.7K ﹤0.01% 2717
2023
Q3 		$263K Sell
13,127
-26,142
-67% -$531K ﹤0.01% 2534
2023
Q2 		$740K Sell
39,269
-25,060
-39% -$439K ﹤0.01% 2124
2023
Q1 		$1.2M Buy
64,329
+49,940
+347% +$1.07M ﹤0.01% 1768
2022
Q4 		$310K Buy
+14,389
New +$308K ﹤0.01% 2229
2021
Q4 		– Sell
-12,009
Closed -$245K – 4860
2021
Q3 		$245K Buy
+12,009
New +$297K ﹤0.01% 3822
2019
Q2 		– Sell
-90,428
Closed -$2.61M – 3651
2019
Q1 		$2.61M Sell
90,428
-47,510
-34% -$1.3M 0.01% 1266
2018
Q4 		$3.4M Sell
137,938
-5,058
-4% -$129K 0.01% 984
2018
Q3 		$4.25M Buy
142,996
+39,217
+38% +$1.24M 0.01% 1025
2018
Q2 		$3.65M Buy
103,779
+1,534
+2% +$46.6K 0.01% 1204
2018
Q1 		$2.82M Buy
102,245
+64,268
+169% +$1.57M 0.01% 1283
2017
Q4 		$868K Sell
37,977
-40,090
-51% -$896K ﹤0.01% 2059
2017
Q3 		$1.55M Sell
78,067
-11,347
-13% -$188K 0.01% 1457
2017
Q2 		$1.38M Buy
89,414
+63,038
+239% +$1.06M 0.01% 1691
2017
Q1 		$478K Sell
26,376
-37,543
-59% -$661K ﹤0.01% 2363
2016
Q4 		$1.13M Sell
63,919
-111,951
-64% -$1.89M ﹤0.01% 1924
2016
Q3 		$3.24M Buy
175,870
+10,378
+6% +$179K 0.01% 1150
2016
Q2 		$2.47M Buy
165,492
+74,386
+82% +$1.12M 0.01% 1128
2016
Q1 		$1.33M Buy
91,106
+36,901
+68% +$464K 0.01% 1437
2015
Q4 		$802K Buy
54,205
+19,482
+56% +$262K ﹤0.01% 1661
2015
Q3 		$428K Buy
34,723
+18,623
+116% +$221K ﹤0.01% 1621
2015
Q2 		$189K Sell
16,100
-3,202
-17% -$38.7K ﹤0.01% 2638
2015
Q1 		$218K Buy
+19,302
New +$232K ﹤0.01% 2451
2014
Q1 		– Sell
-83,205
Closed -$1.06M – 2235
2013
Q4 		$1.06M Sell
83,205
-27,464
-25% -$341K 0.01% 1303
2013
Q3 		$1.2M Sell
110,669
-85,260
-44% -$1.05M 0.01% 957
2013
Q2 		$2.28M Buy
+195,929
New +$1.81M 0.02% 818

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

John Overdeck's SRI Position: Q2 2026 in Review

John Overdeck increased its Stoneridge (SRI) stake by 3.6% in Q2 2026, buying an estimated $97.1K and bringing the position to 402,194 shares worth $2.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2644.

John Overdeck first reported a position in SRI in Q2 2013 and has held it in 34 quarters since. The position peaked at $4.25M in Q3 2018. 111 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • John Overdeck held 402,194 shares of Stoneridge worth $2.94M as of Q2 2026.
  • John Overdeck bought 14,150 Stoneridge shares in Q2 2026, an estimated $97.1K.
  • Stoneridge made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2644 holding.
  • John Overdeck first reported a position in Stoneridge in Q2 2013 and has held it in 34 quarters since.
  • John Overdeck's Stoneridge position peaked at $4.25M in Q3 2018.
  • 111 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.