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Next Financial Group’s Stoneridge SRI Stock Holding History

Next Financial Group’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
Q4 		$0 Hold
12
– – ﹤0.01% 2969
2021
Q3 		$0 Hold
12
– – ﹤0.01% 2815
2021
Q2 		$0 Buy
+12
New +$380 ﹤0.01% 2705

Other funds holding SRI

CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Next Financial Group's SRI Position: Q4 2021 in Review

Next Financial Group held its Stoneridge (SRI) position steady in Q4 2021 at 12 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2969.

Next Financial Group first reported a position in SRI in Q2 2021 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold SRI as of Q4 2021.

  • Next Financial Group held 12 shares of Stoneridge worth $0 as of Q4 2021.
  • Next Financial Group left its Stoneridge share count unchanged in Q4 2021.
  • Stoneridge made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2969 holding.
  • Next Financial Group first reported a position in Stoneridge in Q2 2021 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held Stoneridge as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.