Monarch Partners Asset Management’s Stoneridge SRI Stock Holding History

Monarch Partners 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
2022 Q4	$2.87M	Buy	133,198 +205	+0.2%	+$4.39K	0.85%	41
2022 Q3	$2.25M	Hold	132,993	–	–	0.68%	72
2022 Q2	$2.28M	Hold	132,993	–	–	0.64%	77
2022 Q1	$2.76M	Buy	132,993 +31,515	+31%	+$580K	0.62%	71
2021 Q4	$2M	Buy	101,478 +25,340	+33%	+$536K	0.41%	119
2021 Q3	$1.55M	Buy	76,138 +29,557	+63%	+$732K	0.23%	132
2021 Q2	$1.37M	Sell	46,581 -13,790	-23%	-$437K	0.2%	137
2021 Q1	$1.92M	Sell	60,371 -1,785	-3%	-$56.4K	0.29%	101
2020 Q4	$1.88M	Buy	+62,156	New	+$1.61M	0.33%	90

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

Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return

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

Thrivent Financial for Lutherans

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

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

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return