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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Monarch Partners Asset Management's SRI Position: Q4 2022 in Review

Monarch Partners Asset Management increased its Stoneridge (SRI) stake by 0.15% in Q4 2022, buying an estimated $4.39K and bringing the position to 133,198 shares worth $2.87M. The position accounts for 0.85% of the portfolio, ranked #41.

Monarch Partners Asset Management first reported a position in SRI in Q4 2020 and has held it in 9 quarters since. 115 funds tracked by Wall St. Rank hold SRI as of Q4 2022.

Monarch Partners Asset Management held 133,198 shares of Stoneridge worth $2.87M as of Q4 2022.
Monarch Partners Asset Management bought 205 Stoneridge shares in Q4 2022, an estimated $4.39K.
Stoneridge made up 0.85% of Monarch Partners Asset Management's portfolio in Q4 2022, its #41 holding.
Monarch Partners Asset Management first reported a position in Stoneridge in Q4 2020 and has held it in 9 quarters since.
115 funds tracked by Wall St. Rank held Stoneridge as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.