Marshall Wace’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
293,987
+191,444
| +187% | +$1.35M | ﹤0.01% | 1438 |
|
|
2025
Q1 | $471K | Buy |
102,543
+28,593
| +39% | +$131K | ﹤0.01% | 1989 |
|
|
2024
Q4 | $464K | Buy |
+73,950
| New | +$464K | ﹤0.01% | 1920 |
|
|
2023
Q2 | – | Sell |
-33,134
| Closed | -$620K | – | 2480 |
|
|
2023
Q1 | $620K | Buy |
+33,134
| New | +$620K | ﹤0.01% | 1572 |
|
|
2022
Q2 | – | Sell |
-35,190
| Closed | -$731K | – | 3140 |
|
|
2022
Q1 | $731K | Sell |
35,190
-2,290
| -6% | -$47.6K | ﹤0.01% | 1961 |
|
|
2021
Q4 | $740K | Buy |
+37,480
| New | +$740K | ﹤0.01% | 2018 |
|
|
2016
Q4 | – | Sell |
-32,570
| Closed | -$599K | – | 1106 |
|
|
2016
Q3 | $599K | Buy |
+32,570
| New | +$599K | ﹤0.01% | 783 |
|