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Mesirow Financial Investment Management’s Stoneridge SRI Stock Holding History

Mesirow Financial Investment 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
-12,757
Closed -$368K – 61
2019
Q1 		$368K Buy
12,757
+4,086
+47% +$112K 1.46% 36
2018
Q4 		$214K Buy
+8,671
New +$220K 1.38% 36

Other funds holding SRI

BlackRock
BlackRock New York $5.72T 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 $637M AUM 40.98% 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

Mesirow Financial Investment Management's SRI Position: Q2 2019 in Review

Mesirow Financial Investment Management sold out of Stoneridge (SRI) in Q2 2019, closing a stake of 12,757 shares — an estimated $368K sold.

Mesirow Financial Investment Management first reported a position in SRI in Q4 2018 and held it in 2 quarters. The position peaked at $368K in Q1 2019. 147 funds tracked by Wall St. Rank hold SRI as of Q2 2019.

  • Mesirow Financial Investment Management reported no remaining Stoneridge position as of Q2 2019 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 12,757 Stoneridge shares in Q2 2019, an estimated $368K.
  • Mesirow Financial Investment Management first reported a position in Stoneridge in Q4 2018 and held it in 2 quarters.
  • Mesirow Financial Investment Management's Stoneridge position peaked at $368K in Q1 2019.
  • 147 funds tracked by Wall St. Rank held Stoneridge as of Q2 2019.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2019, filed 12 Jul 2019.