QBFM
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QS Batterymarch Financial Management’s Stoneridge SRI Stock Holding History

QS Batterymarch Financial 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
2014
Q3 		$3.27M Sell
290,500
-157,145
-35% -$1.83M 0.09% 329
2014
Q2 		$4.8M Sell
447,645
-55,423
-11% -$581K 0.12% 278
2014
Q1 		$5.65M Hold
503,068
– – 0.12% 258
2013
Q4 		$6.42M Buy
503,068
+76,273
+18% +$946K 0.14% 236
2013
Q3 		$4.61M Buy
426,795
+120,955
+40% +$1.5M 0.1% 312
2013
Q2 		$3.56M Buy
+305,840
New +$2.83M 0.07% 407

Other funds holding SRI

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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return