KBC Group
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KBC Group’s Stoneridge SRI Stock Holding History

KBC 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
2020
Q3 		– Sell
-2,340
Closed -$47.7K – 1274
2020
Q2 		$48K Hold
2,340
– – ﹤0.01% 1220
2020
Q1 		$39K Sell
2,340
-19,634
-89% -$487K ﹤0.01% 1217
2019
Q4 		$644K Buy
+21,974
New +$676K ﹤0.01% 1033
2019
Q1 		– Sell
-19,970
Closed -$492K – 1436
2018
Q4 		$492K Sell
19,970
-2,501
-11% -$63.6K 0.01% 931
2018
Q3 		$668K Buy
+22,471
New +$712K 0.01% 1037

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

KBC Group's SRI Position: Q3 2020 in Review

KBC Group sold out of Stoneridge (SRI) in Q3 2020, closing a stake of 2,340 shares — an estimated $47.7K sold.

KBC Group first reported a position in SRI in Q3 2018 and held it in 5 quarters. The position peaked at $668K in Q3 2018. 109 funds tracked by Wall St. Rank hold SRI as of Q3 2020.

  • KBC Group reported no remaining Stoneridge position as of Q3 2020 after selling out during the quarter.
  • KBC Group sold 2,340 Stoneridge shares in Q3 2020, an estimated $47.7K.
  • KBC Group first reported a position in Stoneridge in Q3 2018 and held it in 5 quarters.
  • KBC Group's Stoneridge position peaked at $668K in Q3 2018.
  • 109 funds tracked by Wall St. Rank held Stoneridge as of Q3 2020.

Based on KBC Group's 13F filing for Q3 2020, filed 28 Oct 2020.