McIlrath & Eck’s Stoneridge SRI Stock Holding History

McIlrath & Eck’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
2020 Q3	–	Sell	-400	Closed	-$8K	–	710
2020 Q2	$8K	Hold	400	–	–	﹤0.01%	397
2020 Q1	$7K	Hold	400	–	–	﹤0.01%	385
2019 Q4	$12K	Hold	400	–	–	0.01%	336
2019 Q3	$12K	Hold	400	–	–	0.01%	312
2019 Q2	$12K	Hold	400	–	–	0.01%	297
2019 Q1	$12K	Buy	+400	New	+$10.9K	0.01%	297

Other funds holding SRI

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

McIlrath & Eck's SRI Position: Q3 2020 in Review

McIlrath & Eck sold out of Stoneridge (SRI) in Q3 2020, closing a stake of 400 shares — an estimated $8K sold.

McIlrath & Eck first reported a position in SRI in Q1 2019 and held it in 6 quarters. The position peaked at $12K in Q4 2019. 109 funds tracked by Wall St. Rank hold SRI as of Q3 2020.

McIlrath & Eck reported no remaining Stoneridge position as of Q3 2020 after selling out during the quarter.
McIlrath & Eck sold 400 Stoneridge shares in Q3 2020, an estimated $8K.
McIlrath & Eck first reported a position in Stoneridge in Q1 2019 and held it in 6 quarters.
McIlrath & Eck's Stoneridge position peaked at $12K in Q4 2019.
109 funds tracked by Wall St. Rank held Stoneridge as of Q3 2020.

Based on McIlrath & Eck's 13F filing for Q3 2020, filed 13 Nov 2020.