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Paloma Partners’s Stoneridge SRI Stock Holding History

Paloma Partners’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
-12,380
Closed -$139K – 1020
2024
Q3 		$139K Buy
+12,380
New +$177K 0.01% 1024
2019
Q4 		– Sell
-11,304
Closed -$351K – 2482
2019
Q3 		$351K Buy
+11,304
New +$355K 0.01% 1422
2018
Q4 		– Sell
-15,937
Closed -$474K – 1749
2018
Q3 		$474K Buy
15,937
+6,869
+76% +$218K 0.01% 1051
2018
Q2 		$319K Sell
9,068
-10,435
-54% -$317K 0.01% 1250
2018
Q1 		$539K Buy
+19,503
New +$476K 0.02% 1323
2016
Q3 		– Sell
-10,005
Closed -$150K – 2117
2016
Q2 		$150K Buy
+10,005
New +$151K ﹤0.01% 2020

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Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.08B 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 $134B AUM 35.51% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $195M AUM 39.67% 1-Year Est. Return