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Pzena Investment Management’s
Stoneridge
SRI
Stock Holding History
Pzena 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
2018
Q1
–
Sell
-36,516
Closed
-$835K
–
164
2017
Q4
$835K
Sell
36,516
-825,388
-96%
-$18.4M
﹤0.01%
137
2017
Q3
$17.1M
Sell
861,904
-386,186
-31%
-$6.39M
0.09%
119
2017
Q2
$19.2M
Sell
1,248,090
-164,902
-12%
-$2.76M
0.11%
117
2017
Q1
$25.6M
Sell
1,412,992
-132,659
-9%
-$2.33M
0.14%
109
2016
Q4
$27.3M
Buy
1,545,651
+85,252
+6%
+$1.44M
0.16%
103
2016
Q3
$26.9M
Sell
1,460,399
-412,598
-22%
-$7.11M
0.16%
101
2016
Q2
$28M
Sell
1,872,997
-265,974
-12%
-$4.02M
0.18%
99
2016
Q1
$31.1M
Sell
2,138,971
-33,970
-2%
-$427K
0.19%
92
2015
Q4
$32.2M
Sell
2,172,941
-10,770
-0.5%
-$145K
0.2%
88
2015
Q3
$26.9M
Sell
2,183,711
-72,479
-3%
-$860K
0.17%
99
2015
Q2
$26.4M
Buy
2,256,190
+14,554
+0.6%
+$176K
0.15%
104
2015
Q1
$25.3M
Sell
2,241,636
-72,298
-3%
-$868K
0.14%
104
2014
Q4
$29.8M
Sell
2,313,934
-100,550
-4%
-$1.18M
0.16%
96
2014
Q3
$27.2M
Buy
2,414,484
+196,100
+9%
+$2.29M
0.15%
99
2014
Q2
$23.8M
Buy
2,218,384
+150,677
+7%
+$1.58M
0.13%
104
2014
Q1
$23.2M
Buy
2,067,707
+1,722,689
+499%
+$19.4M
0.13%
101
2013
Q4
$4.4M
Buy
+345,018
New
+$4.28M
0.03%
124
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$10.1B AUM
42.88%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
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1-Year Est. Return
Royal Bank of Canada
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$528B AUM
27.57%
1-Year Est. Return
LSV Asset Management
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$46.4B AUM
27.74%
1-Year Est. Return
Renaissance Technologies
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$63.9B AUM
45.56%
1-Year Est. Return
PM
Pembroke Management
Montreal, Quebec, Canada
$691M AUM
27.96%
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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