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Sherbrooke Park Advisers’s Stoneridge SRI Stock Holding History

Sherbrooke Park Advisers’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
Q3 		– Sell
-11,852
Closed -$83.4K – 706
2025
Q2 		$83.4K Sell
11,852
-17,744
-60% -$86.9K 0.04% 477
2025
Q1 		$136K Sell
29,596
-17,318
-37% -$88.1K 0.06% 478
2024
Q4 		$294K Sell
46,914
-266
-0.6% -$2.04K 0.09% 413
2024
Q3 		$528K Buy
+47,180
New +$673K 0.12% 290

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
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
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Sherbrooke Park Advisers's SRI Position: Q3 2025 in Review

Sherbrooke Park Advisers sold out of Stoneridge (SRI) in Q3 2025, closing a stake of 11,852 shares — an estimated $83.4K sold.

Sherbrooke Park Advisers first reported a position in SRI in Q3 2024 and held it in 4 quarters. The position peaked at $528K in Q3 2024. 116 funds tracked by Wall St. Rank hold SRI as of Q3 2025.

  • Sherbrooke Park Advisers reported no remaining Stoneridge position as of Q3 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 11,852 Stoneridge shares in Q3 2025, an estimated $83.4K.
  • Sherbrooke Park Advisers first reported a position in Stoneridge in Q3 2024 and held it in 4 quarters.
  • Sherbrooke Park Advisers's Stoneridge position peaked at $528K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held Stoneridge as of Q3 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.