RIL
SRI icon

Rothschild Investment LLC’s Stoneridge SRI Stock Holding History

Rothschild Investment LLC’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
-85
Closed -$390 – 3176
2025
Q1 		$390 Hold
85
– – ﹤0.01% 2696
2024
Q4 		$533 Buy
85
+75
+750% +$576 ﹤0.01% 2511
2024
Q3 		$112 Sell
10
-10
-50% -$143 ﹤0.01% 2839
2024
Q2 		$319 Buy
+20
New +$320 ﹤0.01% 2266

Other funds holding SRI

2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Rothschild Investment LLC's SRI Position: Q2 2025 in Review

Rothschild Investment LLC sold out of Stoneridge (SRI) in Q2 2025, closing a stake of 85 shares — an estimated $390 sold.

Rothschild Investment LLC first reported a position in SRI in Q2 2024 and held it in 4 quarters. The position peaked at $533 in Q4 2024. 128 funds tracked by Wall St. Rank hold SRI as of Q2 2025.

  • Rothschild Investment LLC reported no remaining Stoneridge position as of Q2 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 85 Stoneridge shares in Q2 2025, an estimated $390.
  • Rothschild Investment LLC first reported a position in Stoneridge in Q2 2024 and held it in 4 quarters.
  • Rothschild Investment LLC's Stoneridge position peaked at $533 in Q4 2024.
  • 128 funds tracked by Wall St. Rank held Stoneridge as of Q2 2025.

Based on Rothschild Investment LLC's 13F filing for Q2 2025, filed 11 Aug 2025.