PP
SRI icon

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 – 983
2024
Q3 		$139K Buy
+12,380
New +$177K ﹤0.01% 1024
2019
Q4 		– Sell
-11,304
Closed -$351K – 2479
2019
Q3 		$351K Buy
+11,304
New +$355K 0.01% 1422
2018
Q4 		– Sell
-15,937
Closed -$474K – 1735
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 0.01% 1323
2016
Q3 		– Sell
-10,005
Closed -$150K – 2109
2016
Q2 		$150K Buy
+10,005
New +$151K ﹤0.01% 2020

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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 $552B AUM 44.19% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return

Paloma Partners's SRI Position: Q4 2024 in Review

Paloma Partners sold out of Stoneridge (SRI) in Q4 2024, closing a stake of 12,380 shares — an estimated $139K sold.

Paloma Partners first reported a position in SRI in Q2 2016 and held it in 6 quarters. The position peaked at $539K in Q1 2018. 129 funds tracked by Wall St. Rank hold SRI as of Q4 2024.

  • Paloma Partners reported no remaining Stoneridge position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 12,380 Stoneridge shares in Q4 2024, an estimated $139K.
  • Paloma Partners first reported a position in Stoneridge in Q2 2016 and held it in 6 quarters.
  • Paloma Partners's Stoneridge position peaked at $539K in Q1 2018.
  • 129 funds tracked by Wall St. Rank held Stoneridge as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.