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Oxford Asset Management’s Stoneridge SRI Stock Holding History

Oxford Asset 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
2026
Q1 		– Sell
-19,167
Closed -$111K – 723
2025
Q4 		$111K Sell
19,167
-10,085
-34% -$63.5K 0.04% 451
2025
Q3 		$223K Buy
+29,252
New +$232K 0.07% 377
2020
Q1 		– Sell
-35,613
Closed -$1.04M – 1160
2019
Q4 		$1.04M Sell
35,613
-36,908
-51% -$1.14M 0.03% 840
2019
Q3 		$2.25M Sell
72,521
-9,296
-11% -$292K 0.05% 474
2019
Q2 		$2.58M Sell
81,817
-171,781
-68% -$5.08M 0.06% 526
2019
Q1 		$7.32M Buy
253,598
+177,710
+234% +$4.86M 0.16% 145
2018
Q4 		$1.87M Sell
75,888
-17,607
-19% -$448K 0.05% 503
2018
Q3 		$2.8M Sell
93,495
-35,751
-28% -$1.13M 0.06% 478
2018
Q2 		$4.63M Buy
129,246
+11,842
+10% +$360K 0.09% 243
2018
Q1 		$3.24M Sell
117,404
-30,528
-21% -$746K 0.07% 330
2017
Q4 		$3.39M Sell
147,932
-81,214
-35% -$1.81M 0.07% 328
2017
Q3 		$4.5M Buy
229,146
+611
+0.3% +$10.1K 0.09% 251
2017
Q2 		$3.52M Buy
228,535
+57,363
+34% +$962K 0.07% 317
2017
Q1 		$3.1M Sell
171,172
-46,751
-21% -$823K 0.08% 274
2016
Q4 		$3.85M Sell
217,923
-207
-0.1% -$3.5K 0.14% 146
2016
Q3 		$4.01M Buy
218,130
+54,178
+33% +$934K 0.12% 193
2016
Q2 		$2.45M Buy
163,952
+139,038
+558% +$2.1M 0.08% 328
2016
Q1 		$363K Buy
+24,914
New +$313K 0.01% 654
2014
Q1 		– Sell
-164,536
Closed -$2.1M – 754
2013
Q4 		$2.1M Sell
164,536
-86,953
-35% -$1.08M 0.05% 413
2013
Q3 		$2.72M Sell
251,489
-137,165
-35% -$1.7M 0.06% 377
2013
Q2 		$4.52M Buy
+388,654
New +$3.6M 0.12% 270

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

Oxford Asset Management's SRI Position: Q1 2026 in Review

Oxford Asset Management sold out of Stoneridge (SRI) in Q1 2026, closing a stake of 19,167 shares — an estimated $111K sold.

Oxford Asset Management first reported a position in SRI in Q2 2013 and held it in 21 quarters. The position peaked at $7.32M in Q1 2019. 114 funds tracked by Wall St. Rank hold SRI as of Q1 2026.

  • Oxford Asset Management reported no remaining Stoneridge position as of Q1 2026 after selling out during the quarter.
  • Oxford Asset Management sold 19,167 Stoneridge shares in Q1 2026, an estimated $111K.
  • Oxford Asset Management first reported a position in Stoneridge in Q2 2013 and held it in 21 quarters.
  • Oxford Asset Management's Stoneridge position peaked at $7.32M in Q1 2019.
  • 114 funds tracked by Wall St. Rank held Stoneridge as of Q1 2026.

Based on Oxford Asset Management's 13F filing for Q1 2026, filed 15 May 2026.