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Opus Capital Group’s Stoneridge SRI Stock Holding History

Opus Capital 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
2017
Q2 		– Sell
-357,028
Closed -$6.48M – 253
2017
Q1 		$6.48M Buy
+357,028
New +$6.28M 0.86% 54
2016
Q4 		– Sell
-271,322
Closed -$4.99M – 245
2016
Q3 		$4.99M Buy
+271,322
New +$4.68M 1.03% 28

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
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
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Opus Capital Group's SRI Position: Q2 2017 in Review

Opus Capital Group sold out of Stoneridge (SRI) in Q2 2017, closing a stake of 357,028 shares — an estimated $6.48M sold.

Opus Capital Group first reported a position in SRI in Q3 2016 and held it in 2 quarters. The position peaked at $6.48M in Q1 2017. 141 funds tracked by Wall St. Rank hold SRI as of Q2 2017.

  • Opus Capital Group reported no remaining Stoneridge position as of Q2 2017 after selling out during the quarter.
  • Opus Capital Group sold 357,028 Stoneridge shares in Q2 2017, an estimated $6.48M.
  • Opus Capital Group first reported a position in Stoneridge in Q3 2016 and held it in 2 quarters.
  • Opus Capital Group's Stoneridge position peaked at $6.48M in Q1 2017.
  • 141 funds tracked by Wall St. Rank held Stoneridge as of Q2 2017.

Based on Opus Capital Group's 13F filing for Q2 2017, filed 4 Aug 2017.