PAIM
SRI icon

Punch & Associates Investment Management’s Stoneridge SRI Stock Holding History

Punch & Associates Investment 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
2013
Q4 		– Sell
-14,670
Closed -$159K – 193
2013
Q3 		$159K Buy
+14,670
New +$181K 0.02% 198

Other funds holding SRI

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Punch & Associates Investment Management's SRI Position: Q4 2013 in Review

Punch & Associates Investment Management sold out of Stoneridge (SRI) in Q4 2013, closing a stake of 14,670 shares — an estimated $159K sold.

Punch & Associates Investment Management first reported a position in SRI in Q3 2013 and held it in 1 quarter. The position peaked at $159K in Q3 2013. 114 funds tracked by Wall St. Rank hold SRI as of Q4 2013.

  • Punch & Associates Investment Management reported no remaining Stoneridge position as of Q4 2013 after selling out during the quarter.
  • Punch & Associates Investment Management sold 14,670 Stoneridge shares in Q4 2013, an estimated $159K.
  • Punch & Associates Investment Management first reported a position in Stoneridge in Q3 2013 and held it in 1 quarter.
  • Punch & Associates Investment Management's Stoneridge position peaked at $159K in Q3 2013.
  • 114 funds tracked by Wall St. Rank held Stoneridge as of Q4 2013.

Based on Punch & Associates Investment Management's 13F filing for Q4 2013, filed 7 Feb 2014.