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Nine Chapters Capital Management’s Stoneridge SRI Stock Holding History

Nine Chapters 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
2017
Q3 		$216K Buy
+10,900
New +$180K 0.48% 94
2015
Q4 		– Sell
-12,300
Closed -$152K – 483
2015
Q3 		$152K Buy
+12,300
New +$146K 0.01% 876

Other funds holding SRI

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nine Chapters Capital Management's SRI Position: Q3 2017 in Review

Nine Chapters Capital Management opened a new position in Stoneridge (SRI) in Q3 2017: 10,900 shares worth $216K. The stake represents 0.48% of the portfolio and ranks #94 among its holdings. This is a return to the name: Nine Chapters Capital Management previously reported a position in SRI as recently as Q3 2015.

Nine Chapters Capital Management first reported a position in SRI in Q3 2015 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold SRI as of Q3 2017.

  • Nine Chapters Capital Management held 10,900 shares of Stoneridge worth $216K as of Q3 2017.
  • Stoneridge was a new Nine Chapters Capital Management position in Q3 2017.
  • Stoneridge made up 0.48% of Nine Chapters Capital Management's portfolio in Q3 2017, its #94 holding.
  • Nine Chapters Capital Management first reported a position in Stoneridge in Q3 2015 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held Stoneridge as of Q3 2017.

Based on Nine Chapters Capital Management's 13F filing for Q3 2017, filed 31 Oct 2017.