Northwestern Mutual Wealth Management
SRI icon

Northwestern Mutual Wealth Management’s Stoneridge SRI Stock Holding History

Northwestern Mutual Wealth 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
-590
Closed -$10K – 2674
2020
Q1 		$10K Buy
+590
New +$14.6K ﹤0.01% 1900
2015
Q1 		– Sell
-110
Closed -$1K – 1803
2014
Q4 		$1K Buy
+110
New +$1.29K ﹤0.01% 1647

Other funds holding SRI

FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Northwestern Mutual Wealth Management's SRI Position: Q2 2020 in Review

Northwestern Mutual Wealth Management sold out of Stoneridge (SRI) in Q2 2020, closing a stake of 590 shares — an estimated $10K sold.

Northwestern Mutual Wealth Management first reported a position in SRI in Q4 2014 and held it in 2 quarters. The position peaked at $10K in Q1 2020. 115 funds tracked by Wall St. Rank hold SRI as of Q2 2020.

  • Northwestern Mutual Wealth Management reported no remaining Stoneridge position as of Q2 2020 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 590 Stoneridge shares in Q2 2020, an estimated $10K.
  • Northwestern Mutual Wealth Management first reported a position in Stoneridge in Q4 2014 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Stoneridge position peaked at $10K in Q1 2020.
  • 115 funds tracked by Wall St. Rank held Stoneridge as of Q2 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.