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Lindbrook Capital’s Stoneridge SRI Stock Holding History

Lindbrook Capital’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
-250
Closed -$3.99K – 2906
2024
Q2 		$3.99K Buy
250
+35
+16% +$560 ﹤0.01% 2100
2024
Q1 		$3.96K Hold
215
– – ﹤0.01% 2001
2023
Q4 		$4.21K Buy
215
+21
+11% +$365 ﹤0.01% 1978
2023
Q3 		$3.89K Buy
194
+75
+63% +$1.52K ﹤0.01% 1874
2023
Q2 		$2.24K Sell
119
-76
-39% -$1.33K ﹤0.01% 2111
2023
Q1 		$3.65K Sell
195
-9
-4% -$193 ﹤0.01% 1988
2022
Q4 		$4.4K Sell
204
-77
-27% -$1.65K ﹤0.01% 1888
2022
Q3 		$5K Sell
281
-1
-0.4% -$19 ﹤0.01% 1694
2022
Q2 		$5K Buy
282
+24
+9% +$456 ﹤0.01% 1577
2022
Q1 		$5K Buy
+258
New +$4.75K ﹤0.01% 1617

Other funds holding SRI

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $10.7B AUM 67.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return

Lindbrook Capital's SRI Position: Q3 2024 in Review

Lindbrook Capital sold out of Stoneridge (SRI) in Q3 2024, closing a stake of 250 shares — an estimated $3.99K sold.

Lindbrook Capital first reported a position in SRI in Q1 2022 and held it in 10 quarters. The position peaked at $5K in Q3 2022. 130 funds tracked by Wall St. Rank hold SRI as of Q3 2024.

  • Lindbrook Capital reported no remaining Stoneridge position as of Q3 2024 after selling out during the quarter.
  • Lindbrook Capital sold 250 Stoneridge shares in Q3 2024, an estimated $3.99K.
  • Lindbrook Capital first reported a position in Stoneridge in Q1 2022 and held it in 10 quarters.
  • Lindbrook Capital's Stoneridge position peaked at $5K in Q3 2022.
  • 130 funds tracked by Wall St. Rank held Stoneridge as of Q3 2024.

Based on Lindbrook Capital's 13F filing for Q3 2024, filed 1 Nov 2024.