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Occudo Quantitative Strategies’s Stoneridge SRI Stock Holding History

Occudo Quantitative Strategies’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
2026
Q1 		– Sell
-21,510
Closed -$125K – 909
2025
Q4 		$125K Sell
21,510
-4,040
-16% -$25.4K 0.01% 637
2025
Q3 		$195K Sell
25,550
-4,523
-15% -$35.8K 0.02% 587
2025
Q2 		$212K Buy
30,073
+525
+2% +$2.57K 0.02% 534
2025
Q1 		$137K Sell
29,548
-14,888
-34% -$75.7K 0.02% 589
2024
Q4 		$279K Buy
+44,436
New +$341K 0.05% 476
2021
Q3 		– Sell
-7,283
Closed -$215K – 1143
2021
Q2 		$215K Sell
7,283
-32
-0.4% -$1.01K 0.03% 713
2021
Q1 		$233K Hold
7,315
– – 0.05% 579
2020
Q4 		$221K Buy
+7,315
New +$190K 0.07% 521

Other funds holding SRI

2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return

Occudo Quantitative Strategies's SRI Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of Stoneridge (SRI) in Q1 2026, closing a stake of 21,510 shares — an estimated $125K sold.

Occudo Quantitative Strategies first reported a position in SRI in Q4 2020 and held it in 8 quarters. The position peaked at $279K in Q4 2024. 114 funds tracked by Wall St. Rank hold SRI as of Q1 2026.

  • Occudo Quantitative Strategies reported no remaining Stoneridge position as of Q1 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 21,510 Stoneridge shares in Q1 2026, an estimated $125K.
  • Occudo Quantitative Strategies first reported a position in Stoneridge in Q4 2020 and held it in 8 quarters.
  • Occudo Quantitative Strategies's Stoneridge position peaked at $279K in Q4 2024.
  • 114 funds tracked by Wall St. Rank held Stoneridge as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.