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Sciencast Management’s Stoneridge SRI Stock Holding History

Sciencast 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
2020
Q1 		– Sell
-10,800
Closed -$322K – 552
2019
Q4 		$322K Buy
+10,800
New +$332K 0.09% 337

Other funds holding SRI

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SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sciencast Management's SRI Position: Q1 2020 in Review

Sciencast Management sold out of Stoneridge (SRI) in Q1 2020, closing a stake of 10,800 shares — an estimated $322K sold.

Sciencast Management first reported a position in SRI in Q4 2019 and held it in 1 quarter. The position peaked at $322K in Q4 2019. 119 funds tracked by Wall St. Rank hold SRI as of Q1 2020.

  • Sciencast Management reported no remaining Stoneridge position as of Q1 2020 after selling out during the quarter.
  • Sciencast Management sold 10,800 Stoneridge shares in Q1 2020, an estimated $322K.
  • Sciencast Management first reported a position in Stoneridge in Q4 2019 and held it in 1 quarter.
  • Sciencast Management's Stoneridge position peaked at $322K in Q4 2019.
  • 119 funds tracked by Wall St. Rank held Stoneridge as of Q1 2020.

Based on Sciencast Management's 13F filing for Q1 2020, filed 17 Apr 2020.