MIFH
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Migdal Insurance & Financial Holdings’s Stoneridge SRI Stock Holding History

Migdal Insurance & Financial Holdings’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
2021
Q1 		– Sell
-1,804
Closed -$54K – 725
2020
Q4 		$54K Buy
+1,804
New +$46.8K ﹤0.01% 516

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FCM
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Loomis, Sayles & Company
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Migdal Insurance & Financial Holdings's SRI Position: Q1 2021 in Review

Migdal Insurance & Financial Holdings sold out of Stoneridge (SRI) in Q1 2021, closing a stake of 1,804 shares — an estimated $54K sold.

Migdal Insurance & Financial Holdings first reported a position in SRI in Q4 2020 and held it in 1 quarter. The position peaked at $54K in Q4 2020. 120 funds tracked by Wall St. Rank hold SRI as of Q1 2021.

  • Migdal Insurance & Financial Holdings reported no remaining Stoneridge position as of Q1 2021 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,804 Stoneridge shares in Q1 2021, an estimated $54K.
  • Migdal Insurance & Financial Holdings first reported a position in Stoneridge in Q4 2020 and held it in 1 quarter.
  • Migdal Insurance & Financial Holdings's Stoneridge position peaked at $54K in Q4 2020.
  • 120 funds tracked by Wall St. Rank held Stoneridge as of Q1 2021.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2021, filed 4 May 2021.