Ken Fisher
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Ken Fisher’s Stoneridge SRI Stock Holding History

Ken Fisher’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
2024
Q3 		– Sell
-38,124
Closed -$608K – 1014
2024
Q2 		$608K Hold
38,124
– – ﹤0.01% 754
2024
Q1 		$703K Hold
38,124
– – ﹤0.01% 724
2023
Q4 		$746K Hold
38,124
– – ﹤0.01% 729
2023
Q3 		$765K Hold
38,124
– – ﹤0.01% 790
2023
Q2 		$719K Hold
38,124
– – ﹤0.01% 829
2023
Q1 		$713K Buy
+38,124
New +$819K ﹤0.01% 810

Other funds holding SRI

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

Ken Fisher's SRI Position: Q3 2024 in Review

Ken Fisher sold out of Stoneridge (SRI) in Q3 2024, closing a stake of 38,124 shares — an estimated $608K sold.

Ken Fisher first reported a position in SRI in Q1 2023 and held it in 6 quarters. The position peaked at $765K in Q3 2023. 130 funds tracked by Wall St. Rank hold SRI as of Q3 2024.

  • Ken Fisher reported no remaining Stoneridge position as of Q3 2024 after selling out during the quarter.
  • Ken Fisher sold 38,124 Stoneridge shares in Q3 2024, an estimated $608K.
  • Ken Fisher first reported a position in Stoneridge in Q1 2023 and held it in 6 quarters.
  • Ken Fisher's Stoneridge position peaked at $765K in Q3 2023.
  • 130 funds tracked by Wall St. Rank held Stoneridge as of Q3 2024.

Based on Fisher Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.