S
SRI icon

SignatureFD’s Stoneridge SRI Stock Holding History

SignatureFD’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
2024
Q3 		– Sell
-252
Closed -$4.02K – 3313
2024
Q2 		$4.02K Buy
+252
New +$4.04K ﹤0.01% 2581
2023
Q4 		– Sell
-77
Closed -$1.54K – 3271
2023
Q3 		$1.54K Hold
77
– – ﹤0.01% 2840
2023
Q2 		$1.45K Sell
77
-30
-28% -$526 ﹤0.01% 2886
2023
Q1 		$2K Hold
107
– – ﹤0.01% 2801
2022
Q4 		$2.31K Buy
107
+96
+873% +$2.05K ﹤0.01% 2761
2022
Q3 		$0 Sell
11
-22
-67% -$413 ﹤0.01% 3350
2022
Q2 		$1K Sell
33
-92
-74% -$1.75K ﹤0.01% 3014
2022
Q1 		$3K Buy
125
+16
+15% +$294 ﹤0.01% 2725
2021
Q4 		$2K Buy
+109
New +$2.3K ﹤0.01% 2793

Other funds holding SRI

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return