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Orion Portfolio Solutions’s Stoneridge SRI Stock Holding History

Orion Portfolio Solutions’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
2024
Q4 		– Sell
-31,703
Closed -$355K – 1904
2024
Q3 		$355K Sell
31,703
-1,360
-4% -$19.4K ﹤0.01% 1458
2024
Q2 		$528K Buy
33,063
+5,234
+19% +$83.8K 0.01% 1256
2024
Q1 		$513K Buy
27,829
+28
+0.1% +$497 0.01% 1251
2023
Q4 		$495K Sell
27,801
-1,931
-6% -$33.5K 0.01% 1217
2023
Q3 		$597K Sell
29,732
-332
-1% -$6.74K 0.01% 1140
2023
Q2 		$567K Sell
30,064
-220
-0.7% -$3.86K 0.01% 1169
2023
Q1 		$566K Buy
+30,284
New +$650K 0.01% 1096

Other funds holding SRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return

Orion Portfolio Solutions's SRI Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of Stoneridge (SRI) in Q4 2024, closing a stake of 31,703 shares — an estimated $355K sold.

Orion Portfolio Solutions first reported a position in SRI in Q1 2023 and held it in 7 quarters. The position peaked at $597K in Q3 2023. 129 funds tracked by Wall St. Rank hold SRI as of Q4 2024.

  • Orion Portfolio Solutions reported no remaining Stoneridge position as of Q4 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 31,703 Stoneridge shares in Q4 2024, an estimated $355K.
  • Orion Portfolio Solutions first reported a position in Stoneridge in Q1 2023 and held it in 7 quarters.
  • Orion Portfolio Solutions's Stoneridge position peaked at $597K in Q3 2023.
  • 129 funds tracked by Wall St. Rank held Stoneridge as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.