Meeder Asset Management’s Stoneridge SRI Stock Holding History

Meeder 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
2020 Q3	–	Sell	-3,071	Closed	-$63K	–	2369
2020 Q2	$63K	Hold	3,071	–	–	﹤0.01%	878
2020 Q1	$51K	Sell	3,071 -2,047	-40%	-$50.8K	﹤0.01%	903
2019 Q4	$150K	Buy	5,118 +2,851	+126%	+$87.8K	0.01%	682
2019 Q3	$70K	Buy	2,267 +1,669	+279%	+$52.4K	﹤0.01%	905
2019 Q2	$19K	Buy	598 +183	+44%	+$5.41K	﹤0.01%	1257
2019 Q1	$12K	Sell	415 -2,385	-85%	-$65.2K	﹤0.01%	1201
2018 Q4	$68K	Sell	2,800 -1,066	-28%	-$27.1K	0.01%	741
2018 Q3	$115K	Sell	3,866 -1,132	-23%	-$35.9K	0.01%	614
2018 Q2	$176K	Buy	4,998 +1,318	+36%	+$40K	0.02%	531
2018 Q1	$102K	Buy	3,680 +35	+1%	+$855	0.01%	543
2017 Q4	$84K	Buy	3,645 +2,693	+283%	+$60.2K	0.01%	589
2017 Q3	$19K	Buy	952 +313	+49%	+$5.18K	﹤0.01%	915
2017 Q2	$10K	Buy	+639	New	+$10.7K	﹤0.01%	1001

Other funds holding SRI

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Janus Henderson Group

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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