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Lenox Wealth Advisors’s Stoneridge SRI Stock Holding History

Lenox Wealth Advisors’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
-75
Closed -$1K – 777
2020
Q1 		$1K Hold
75
– – ﹤0.01% 727
2019
Q4 		$2K Hold
75
– – ﹤0.01% 626
2019
Q3 		$2K Buy
+75
New +$2.35K ﹤0.01% 531

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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Lenox Wealth Advisors's SRI Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Stoneridge (SRI) in Q2 2020, closing a stake of 75 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in SRI in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 115 funds tracked by Wall St. Rank hold SRI as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Stoneridge position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 75 Stoneridge shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Stoneridge in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Stoneridge position peaked at $2K in Q4 2019.
  • 115 funds tracked by Wall St. Rank held Stoneridge as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.