Macquarie Group
SRI icon

Macquarie Group’s Stoneridge SRI Stock Holding History

Macquarie Group’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
2022
Q3 		– Sell
-705
Closed -$13.2K – 2331
2022
Q2 		$12K Hold
705
– – ﹤0.01% 2416
2022
Q1 		$15 Hold
705
– – ﹤0.01% 2452
2021
Q4 		$14K Hold
705
– – ﹤0.01% 2468
2021
Q3 		$14K Hold
705
– – ﹤0.01% 2507
2021
Q2 		$21K Hold
705
– – ﹤0.01% 2358
2021
Q1 		$22K Buy
+705
New +$22.3K ﹤0.01% 2257
2018
Q4 		– Sell
-2,700
Closed -$80K – 2338
2018
Q3 		$80K Sell
2,700
-18,600
-87% -$590K ﹤0.01% 1632
2018
Q2 		$748K Buy
21,300
+16,900
+384% +$513K ﹤0.01% 1255
2018
Q1 		$121K Sell
4,400
-2,600
-37% -$63.5K ﹤0.01% 1837
2017
Q4 		$160K Buy
+7,000
New +$156K ﹤0.01% 1793

Other funds holding SRI

CCPM
Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return