Mutual of America Capital Management’s Stoneridge SRI Stock Holding History

Mutual of America Capital 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 Q2	–	Sell	-2,700	Closed	-$45K	–	1698
2020 Q1	$45K	Hold	2,700	–	–	﹤0.01%	1315
2019 Q4	$79K	Hold	2,700	–	–	﹤0.01%	1246
2019 Q3	$84K	Buy	2,700 +400	+17%	+$12.5K	﹤0.01%	1224
2019 Q2	$73K	Hold	2,300	–	–	﹤0.01%	1250
2019 Q1	$66K	Hold	2,300	–	–	﹤0.01%	1222
2018 Q4	$57K	Buy	2,300 +500	+28%	+$12.7K	﹤0.01%	1215
2018 Q3	$53K	Buy	+1,800	New	+$57.1K	﹤0.01%	1238

Other funds holding SRI

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Mutual of America Capital Management's SRI Position: Q2 2020 in Review

Mutual of America Capital Management sold out of Stoneridge (SRI) in Q2 2020, closing a stake of 2,700 shares — an estimated $45K sold.

Mutual of America Capital Management first reported a position in SRI in Q3 2018 and held it in 7 quarters. The position peaked at $84K in Q3 2019. 115 funds tracked by Wall St. Rank hold SRI as of Q2 2020.

Mutual of America Capital Management reported no remaining Stoneridge position as of Q2 2020 after selling out during the quarter.
Mutual of America Capital Management sold 2,700 Stoneridge shares in Q2 2020, an estimated $45K.
Mutual of America Capital Management first reported a position in Stoneridge in Q3 2018 and held it in 7 quarters.
Mutual of America Capital Management's Stoneridge position peaked at $84K in Q3 2019.
115 funds tracked by Wall St. Rank held Stoneridge as of Q2 2020.

Based on Mutual of America Capital Management's 13F filing for Q2 2020, filed 6 Aug 2020.