Lazard Asset Management
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Lazard Asset Management’s Stoneridge SRI Stock Holding History

Lazard Asset 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
2023
Q4 		– Sell
-2,978
Closed -$59K – 2451
2023
Q3 		$59K Buy
+2,978
New +$60.4K ﹤0.01% 1806
2020
Q1 		– Sell
-471
Closed -$13K – 1735
2019
Q4 		$13K Hold
471
– – ﹤0.01% 1354
2019
Q3 		$14K Buy
+471
New +$14.8K ﹤0.01% 1193
2018
Q4 		– Sell
-21,678
Closed -$644K – 1083
2018
Q3 		$644K Buy
+21,678
New +$687K ﹤0.01% 797

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BlackRock
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CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Lazard Asset Management's SRI Position: Q4 2023 in Review

Lazard Asset Management sold out of Stoneridge (SRI) in Q4 2023, closing a stake of 2,978 shares — an estimated $59K sold.

Lazard Asset Management first reported a position in SRI in Q3 2018 and held it in 4 quarters. The position peaked at $644K in Q3 2018. 116 funds tracked by Wall St. Rank hold SRI as of Q4 2023.

  • Lazard Asset Management reported no remaining Stoneridge position as of Q4 2023 after selling out during the quarter.
  • Lazard Asset Management sold 2,978 Stoneridge shares in Q4 2023, an estimated $59K.
  • Lazard Asset Management first reported a position in Stoneridge in Q3 2018 and held it in 4 quarters.
  • Lazard Asset Management's Stoneridge position peaked at $644K in Q3 2018.
  • 116 funds tracked by Wall St. Rank held Stoneridge as of Q4 2023.

Based on Lazard Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.