Jupiter Investment Management’s Stoneridge SRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-71,425	Closed	-$2.12M	–	435
2018 Q3	$2.12M	Buy	71,425 +21,615	+43%	+$642K	0.01%	222
2018 Q2	$1.75M	Buy	+49,810	New	+$1.75M	0.01%	250
2017 Q2	–	Sell	-14,639	Closed	-$265K	–	476
2017 Q1	$265K	Buy	+14,639	New	+$265K	﹤0.01%	326