Leap Investments’s Stoneridge SRI Stock Holding History

Leap Investments’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 Q2	–	Sell	-20,500	Closed	-$343K	–	550
2020 Q1	$343K	Buy	+20,500	New	+$509K	0.5%	36

Other funds holding SRI

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Leap Investments's SRI Position: Q2 2020 in Review

Leap Investments sold out of Stoneridge (SRI) in Q2 2020, closing a stake of 20,500 shares — an estimated $343K sold.

Leap Investments first reported a position in SRI in Q1 2020 and held it in 1 quarter. The position peaked at $343K in Q1 2020. 115 funds tracked by Wall St. Rank hold SRI as of Q2 2020.

Leap Investments reported no remaining Stoneridge position as of Q2 2020 after selling out during the quarter.
Leap Investments sold 20,500 Stoneridge shares in Q2 2020, an estimated $343K.
Leap Investments first reported a position in Stoneridge in Q1 2020 and held it in 1 quarter.
Leap Investments's Stoneridge position peaked at $343K in Q1 2020.
115 funds tracked by Wall St. Rank held Stoneridge as of Q2 2020.

Based on Leap Investments's 13F filing for Q2 2020, filed 3 Aug 2020.