Quotient Investors’s Stoneridge SRI Stock Holding History

Quotient Investors’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	-24,700	Closed	-$267K	–	264
2013 Q3	$267K	Buy	+24,700	New	+$305K	0.07%	221

Other funds holding SRI

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Quotient Investors's SRI Position: Q4 2013 in Review

Quotient Investors sold out of Stoneridge (SRI) in Q4 2013, closing a stake of 24,700 shares — an estimated $267K sold.

Quotient Investors first reported a position in SRI in Q3 2013 and held it in 1 quarter. The position peaked at $267K in Q3 2013. 114 funds tracked by Wall St. Rank hold SRI as of Q4 2013.

Quotient Investors reported no remaining Stoneridge position as of Q4 2013 after selling out during the quarter.
Quotient Investors sold 24,700 Stoneridge shares in Q4 2013, an estimated $267K.
Quotient Investors first reported a position in Stoneridge in Q3 2013 and held it in 1 quarter.
Quotient Investors's Stoneridge position peaked at $267K in Q3 2013.
114 funds tracked by Wall St. Rank held Stoneridge as of Q4 2013.

Based on Quotient Investors's 13F filing for Q4 2013, filed 17 Jan 2014.