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Jupiter Investment Management’s Stoneridge SRI Stock Holding History

Jupiter Investment Management’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
2018
Q4 		– Sell
-71,425
Closed -$2.12M – 435
2018
Q3 		$2.12M Buy
71,425
+21,615
+43% +$685K 0.01% 222
2018
Q2 		$1.75M Buy
+49,810
New +$1.51M 0.01% 250
2017
Q2 		– Sell
-14,639
Closed -$265K – 476
2017
Q1 		$265K Buy
+14,639
New +$258K ﹤0.01% 326

Other funds holding SRI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Jupiter Investment Management's SRI Position: Q4 2018 in Review

Jupiter Investment Management sold out of Stoneridge (SRI) in Q4 2018, closing a stake of 71,425 shares — an estimated $2.12M sold.

Jupiter Investment Management first reported a position in SRI in Q1 2017 and held it in 3 quarters. The position peaked at $2.12M in Q3 2018. 154 funds tracked by Wall St. Rank hold SRI as of Q4 2018.

  • Jupiter Investment Management reported no remaining Stoneridge position as of Q4 2018 after selling out during the quarter.
  • Jupiter Investment Management sold 71,425 Stoneridge shares in Q4 2018, an estimated $2.12M.
  • Jupiter Investment Management first reported a position in Stoneridge in Q1 2017 and held it in 3 quarters.
  • Jupiter Investment Management's Stoneridge position peaked at $2.12M in Q3 2018.
  • 154 funds tracked by Wall St. Rank held Stoneridge as of Q4 2018.

Based on Jupiter Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.