Quantbot Technologies’s Stoneridge SRI Stock Holding History

Quantbot Technologies’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 Q2	–	Sell	-19,984	Closed	-$91.7K	–	1941
2025 Q1	$91.7K	Buy	19,984 +4,318	+28%	+$22K	﹤0.01%	1256
2024 Q4	$98.2K	Buy	+15,666	New	+$120K	﹤0.01%	1204
2023 Q3	–	Sell	-1,388	Closed	-$26.2K	–	1937
2023 Q2	$26.2K	Buy	+1,388	New	+$24.3K	﹤0.01%	1392
2022 Q3	–	Sell	-566	Closed	-$9K	–	2060
2022 Q2	$9K	Sell	566 -2,400	-81%	-$45.6K	﹤0.01%	1544
2022 Q1	$61K	Sell	2,966 -1,375	-32%	-$25.3K	0.01%	1154
2021 Q4	$85K	Buy	4,341 +1,500	+53%	+$31.7K	0.01%	909
2021 Q3	$57K	Buy	2,841 +2,678	+1,643%	+$66.3K	﹤0.01%	1085
2021 Q2	$4K	Buy	+163	New	+$5.16K	﹤0.01%	1380
2020 Q4	–	Sell	-950	Closed	-$17K	–	1660
2020 Q3	$17K	Buy	+950	New	+$19.4K	﹤0.01%	1029
2018 Q4	–	Sell	-992	Closed	-$29K	–	1393
2018 Q3	$29K	Buy	+992	New	+$31.4K	﹤0.01%	1113

Other funds holding SRI

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return