MCM
SRI icon

McKinley Capital Management’s Stoneridge SRI Stock Holding History

McKinley Capital 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
2019
Q2 		– Sell
-1,611
Closed -$46K – 276
2019
Q1 		$46K Hold
1,611
– – ﹤0.01% 238
2018
Q4 		$40K Sell
1,611
-3,237
-67% -$82.3K ﹤0.01% 247
2018
Q3 		$144K Sell
4,848
-407
-8% -$12.9K 0.01% 230
2018
Q2 		$185K Sell
5,255
-395
-7% -$12K 0.01% 225
2018
Q1 		$156K Sell
5,650
-202,128
-97% -$4.94M 0.01% 232
2017
Q4 		$4.75M Sell
207,778
-25,777
-11% -$576K 0.24% 78
2017
Q3 		$4.63M Sell
233,555
-64,498
-22% -$1.07M 0.19% 90
2017
Q2 		$4.59M Buy
298,053
+47,899
+19% +$803K 0.17% 95
2017
Q1 		$4.54M Buy
250,154
+142
+0.1% +$2.5K 0.17% 95
2016
Q4 		$4.42M Sell
250,012
-200,231
-44% -$3.39M 0.17% 106
2016
Q3 		$8.28M Buy
450,243
+37
+0% +$638 0.3% 85
2016
Q2 		$6.73M Buy
450,206
+287,139
+176% +$4.34M 0.33% 103
2016
Q1 		$2.37M Buy
+163,067
New +$2.05M 0.11% 167

Other funds holding SRI

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return