SEI Trust Company’s Stoneridge SRI Stock Holding History

SEI Trust Company’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	$65K	Buy	+5,800	New	+$67.6K	﹤0.01%	1559

Other funds holding SRI

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Goldman Sachs New York $871B 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 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

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 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

SEI Trust Company's SRI Position: Q3 2014 in Review

SEI Trust Company opened a new position in Stoneridge (SRI) in Q3 2014: 5,800 shares worth $65K. The stake represents ﹤0.01% of the portfolio and ranks #1559 among its holdings.

102 funds tracked by Wall St. Rank hold SRI as of Q3 2014.

SEI Trust Company held 5,800 shares of Stoneridge worth $65K as of Q3 2014.
Stoneridge was a new SEI Trust Company position in Q3 2014.
Stoneridge made up ﹤0.01% of SEI Trust Company's portfolio in Q3 2014, its #1559 holding.
102 funds tracked by Wall St. Rank held Stoneridge as of Q3 2014.

Based on SEI Trust Company's 13F filing for Q3 2014, filed 28 Oct 2014.