Lord, Abbett & Co
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Lord, Abbett & Co’s Stoneridge SRI Stock Holding History

Lord, Abbett & Co’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
2016
Q4 		– Sell
-266,605
Closed -$4.91M – 949
2016
Q3 		$4.91M Buy
266,605
+39,687
+17% +$684K 0.02% 739
2016
Q2 		$3.39M Buy
+226,918
New +$3.43M 0.01% 778

Other funds holding SRI

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
1SAMC
12th Street Asset Management Company Nashville, Tennessee $702M AUM 44.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Lord, Abbett & Co's SRI Position: Q4 2016 in Review

Lord, Abbett & Co sold out of Stoneridge (SRI) in Q4 2016, closing a stake of 266,605 shares — an estimated $4.91M sold.

Lord, Abbett & Co first reported a position in SRI in Q2 2016 and held it in 2 quarters. The position peaked at $4.91M in Q3 2016. 145 funds tracked by Wall St. Rank hold SRI as of Q4 2016.

  • Lord, Abbett & Co reported no remaining Stoneridge position as of Q4 2016 after selling out during the quarter.
  • Lord, Abbett & Co sold 266,605 Stoneridge shares in Q4 2016, an estimated $4.91M.
  • Lord, Abbett & Co first reported a position in Stoneridge in Q2 2016 and held it in 2 quarters.
  • Lord, Abbett & Co's Stoneridge position peaked at $4.91M in Q3 2016.
  • 145 funds tracked by Wall St. Rank held Stoneridge as of Q4 2016.

Based on Lord, Abbett & Co's 13F filing for Q4 2016, filed 14 Feb 2017.