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New York Life Investment Management’s Stoneridge SRI Stock Holding History

New York Life 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
2023
Q1 		– Sell
-27,323
Closed -$589K – 1378
2022
Q4 		$589K Buy
27,323
+3,079
+13% +$65.9K 0.01% 777
2022
Q3 		$411K Buy
24,244
+1,781
+8% +$33.5K 0.01% 928
2022
Q2 		$385K Buy
+22,463
New +$427K ﹤0.01% 1011

Other funds holding SRI

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

New York Life Investment Management's SRI Position: Q1 2023 in Review

New York Life Investment Management sold out of Stoneridge (SRI) in Q1 2023, closing a stake of 27,323 shares — an estimated $589K sold.

New York Life Investment Management first reported a position in SRI in Q2 2022 and held it in 3 quarters. The position peaked at $589K in Q4 2022. 118 funds tracked by Wall St. Rank hold SRI as of Q1 2023.

  • New York Life Investment Management reported no remaining Stoneridge position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 27,323 Stoneridge shares in Q1 2023, an estimated $589K.
  • New York Life Investment Management first reported a position in Stoneridge in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's Stoneridge position peaked at $589K in Q4 2022.
  • 118 funds tracked by Wall St. Rank held Stoneridge as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.