Mackenzie Financial
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Mackenzie Financial’s Stoneridge SRI Stock Holding History

Mackenzie Financial’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
2025
Q3 		– Sell
-131,676
Closed -$927K – 1834
2025
Q2 		$927K Buy
+131,676
New +$645K ﹤0.01% 1029
2018
Q4 		– Sell
-163,050
Closed -$4.85M – 1232
2018
Q3 		$4.85M Buy
163,050
+55,850
+52% +$1.77M 0.01% 502
2018
Q2 		$3.77M Buy
+107,200
New +$3.26M 0.01% 503

Other funds holding SRI

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Mackenzie Financial's SRI Position: Q3 2025 in Review

Mackenzie Financial sold out of Stoneridge (SRI) in Q3 2025, closing a stake of 131,676 shares — an estimated $927K sold.

Mackenzie Financial first reported a position in SRI in Q2 2018 and held it in 3 quarters. The position peaked at $4.85M in Q3 2018. 116 funds tracked by Wall St. Rank hold SRI as of Q3 2025.

  • Mackenzie Financial reported no remaining Stoneridge position as of Q3 2025 after selling out during the quarter.
  • Mackenzie Financial sold 131,676 Stoneridge shares in Q3 2025, an estimated $927K.
  • Mackenzie Financial first reported a position in Stoneridge in Q2 2018 and held it in 3 quarters.
  • Mackenzie Financial's Stoneridge position peaked at $4.85M in Q3 2018.
  • 116 funds tracked by Wall St. Rank held Stoneridge as of Q3 2025.

Based on Mackenzie Financial's 13F filing for Q3 2025, filed 13 Nov 2025.