MAM
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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 – 2362
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

FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Meeder Asset Management's SRI Position: Q3 2020 in Review

Meeder Asset Management sold out of Stoneridge (SRI) in Q3 2020, closing a stake of 3,071 shares — an estimated $63K sold.

Meeder Asset Management first reported a position in SRI in Q2 2017 and held it in 13 quarters. The position peaked at $176K in Q2 2018. 109 funds tracked by Wall St. Rank hold SRI as of Q3 2020.

  • Meeder Asset Management reported no remaining Stoneridge position as of Q3 2020 after selling out during the quarter.
  • Meeder Asset Management sold 3,071 Stoneridge shares in Q3 2020, an estimated $63K.
  • Meeder Asset Management first reported a position in Stoneridge in Q2 2017 and held it in 13 quarters.
  • Meeder Asset Management's Stoneridge position peaked at $176K in Q2 2018.
  • 109 funds tracked by Wall St. Rank held Stoneridge as of Q3 2020.

Based on Meeder Asset Management's 13F filing for Q3 2020, filed 2 Nov 2020.