MAM
SRI icon

Martingale Asset Management’s Stoneridge SRI Stock Holding History

Martingale Asset Management’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
2018
Q2 		– Sell
-33,517
Closed -$926K – 1012
2018
Q1 		$926K Sell
33,517
-72,138
-68% -$1.76M 0.01% 742
2017
Q4 		$2.42M Buy
105,655
+27,416
+35% +$613K 0.03% 485
2017
Q3 		$1.55M Buy
78,239
+29,029
+59% +$481K 0.02% 626
2017
Q2 		$759K Sell
49,210
-71,318
-59% -$1.2M 0.01% 760
2017
Q1 		$2.19M Buy
+120,528
New +$2.12M 0.03% 523
2014
Q3 		– Sell
-50,400
Closed -$541K – 898
2014
Q2 		$541K Sell
50,400
-26,920
-35% -$282K 0.02% 663
2014
Q1 		$869K Sell
77,320
-11,622
-13% -$131K 0.03% 544
2013
Q4 		$1.14M Sell
88,942
-2,002
-2% -$24.8K 0.04% 491
2013
Q3 		$984K Hold
90,944
– – 0.04% 523
2013
Q2 		$1.06M Buy
+90,944
New +$842K 0.04% 460

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SAM
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NIMC
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