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Kings Path Partners’s Stoneridge SRI Stock Holding History

Kings Path Partners’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
Q4 		– Sell
-36,416
Closed -$407K – 307
2024
Q3 		$407K Sell
36,416
-4,764
-12% -$68K 0.17% 102
2024
Q2 		$657K Buy
+41,180
New +$659K 0.31% 86

Other funds holding SRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return

Kings Path Partners's SRI Position: Q4 2024 in Review

Kings Path Partners sold out of Stoneridge (SRI) in Q4 2024, closing a stake of 36,416 shares — an estimated $407K sold.

Kings Path Partners first reported a position in SRI in Q2 2024 and held it in 2 quarters. The position peaked at $657K in Q2 2024. 129 funds tracked by Wall St. Rank hold SRI as of Q4 2024.

  • Kings Path Partners reported no remaining Stoneridge position as of Q4 2024 after selling out during the quarter.
  • Kings Path Partners sold 36,416 Stoneridge shares in Q4 2024, an estimated $407K.
  • Kings Path Partners first reported a position in Stoneridge in Q2 2024 and held it in 2 quarters.
  • Kings Path Partners's Stoneridge position peaked at $657K in Q2 2024.
  • 129 funds tracked by Wall St. Rank held Stoneridge as of Q4 2024.

Based on Kings Path Partners's 13F filing for Q4 2024, filed 6 Jan 2025.