PA
SRI icon

Parallel Advisors’s Stoneridge SRI Stock Holding History

Parallel Advisors’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
2025
Q1 		– Sell
-827
Closed -$5.18K – 3661
2024
Q4 		$5.18K Buy
+827
New +$6.35K ﹤0.01% 2637
2024
Q2 		– Sell
-8
Closed -$148 – 3419
2024
Q1 		$148 Hold
8
– – ﹤0.01% 3183
2023
Q4 		$157 Sell
8
-191
-96% -$3.31K ﹤0.01% 3194
2023
Q3 		$3.99K Hold
199
– – ﹤0.01% 2577
2023
Q2 		$3.75K Hold
199
– – ﹤0.01% 2533
2023
Q1 		$3.72K Hold
199
– – ﹤0.01% 2525
2022
Q4 		$4.29K Hold
199
– – ﹤0.01% 2400
2022
Q3 		$3K Hold
199
– – ﹤0.01% 2530
2022
Q2 		$3K Sell
199
-8
-4% -$152 ﹤0.01% 2486
2022
Q1 		$4K Buy
207
+179
+639% +$3.29K ﹤0.01% 2405
2021
Q4 		$1K Buy
28
+14
+100% +$296 ﹤0.01% 2963
2021
Q3 		$0 Buy
+14
New +$347 ﹤0.01% 3261

Other funds holding SRI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 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
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.08B AUM 30.49% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $195M AUM 39.67% 1-Year Est. Return