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Prudential Financial’s
Stoneridge
SRI
Stock Holding History
Prudential Financial’s Portfolio
SRI Stock Details
SRI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
–
Sell
-7,280
Closed
-$230K
–
2466
2019
Q2
$230K
Buy
+7,280
New
+$215K
﹤0.01%
2299
2018
Q4
–
Sell
-115,672
Closed
-$3.44M
–
2442
2018
Q3
$3.44M
Sell
115,672
-104,980
-48%
-$3.33M
0.01%
1360
2018
Q2
$7.75M
Sell
220,652
-58,170
-21%
-$1.77M
0.01%
1036
2018
Q1
$7.7M
Buy
278,822
+35,850
+15%
+$876K
0.01%
1016
2017
Q4
$5.55M
Buy
242,972
+67,500
+38%
+$1.51M
0.01%
1104
2017
Q3
$3.48M
Buy
175,472
+8,480
+5%
+$140K
0.01%
1300
2017
Q2
$2.57M
Buy
166,992
+4,500
+3%
+$75.4K
﹤0.01%
1446
2017
Q1
$2.95M
Buy
162,492
+63,200
+64%
+$1.11M
﹤0.01%
1368
2016
Q4
$1.76M
Buy
99,292
+67,600
+213%
+$1.14M
﹤0.01%
1608
2016
Q3
$583K
Buy
+31,692
New
+$546K
﹤0.01%
1965
2016
Q2
–
Sell
-10,062
Closed
-$147K
–
2329
2016
Q1
$147K
Sell
10,062
-500
-5%
-$6.29K
﹤0.01%
2223
2015
Q4
$156K
Buy
+10,562
New
+$142K
﹤0.01%
2172
2015
Q2
–
Sell
-11,262
Closed
-$127K
–
2258
2015
Q1
$127K
Buy
11,262
+900
+9%
+$10.8K
﹤0.01%
2175
2014
Q4
$133K
Buy
+10,362
New
+$121K
﹤0.01%
2139
2014
Q1
–
Sell
-10,662
Closed
-$136K
–
2281
2013
Q4
$136K
Sell
10,662
-1,800
-14%
-$22.3K
﹤0.01%
2218
2013
Q3
$135K
Sell
12,462
-26,700
-68%
-$330K
﹤0.01%
2203
2013
Q2
$456K
Buy
+39,162
New
+$363K
﹤0.01%
1966
Other funds holding SRI
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
SAM
Silvercrest Asset Management
New York
$13.8B AUM
28.39%
1-Year Est. Return
Loomis, Sayles & Company
Boston, Massachusetts
$74.3B AUM
24.01%
1-Year Est. Return
PM
Pembroke Management
Montreal, Quebec, Canada
$691M AUM
27.96%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
RHJA
Rice Hall James & Associates
San Diego, California
$1.8B AUM
36.16%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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