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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 – 3312
2024
Q2 		$4.02K Buy
+252
New +$4.04K ﹤0.01% 2581
2023
Q4 		– Sell
-77
Closed -$1.54K – 3270
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% 3345
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 $59.5B AUM 35.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $10.7B AUM 67.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return

SignatureFD's SRI Position: Q3 2024 in Review

SignatureFD sold out of Stoneridge (SRI) in Q3 2024, closing a stake of 252 shares — an estimated $4.02K sold.

SignatureFD first reported a position in SRI in Q4 2021 and held it in 9 quarters. The position peaked at $4.02K in Q2 2024. 130 funds tracked by Wall St. Rank hold SRI as of Q3 2024.

  • SignatureFD reported no remaining Stoneridge position as of Q3 2024 after selling out during the quarter.
  • SignatureFD sold 252 Stoneridge shares in Q3 2024, an estimated $4.02K.
  • SignatureFD first reported a position in Stoneridge in Q4 2021 and held it in 9 quarters.
  • SignatureFD's Stoneridge position peaked at $4.02K in Q2 2024.
  • 130 funds tracked by Wall St. Rank held Stoneridge as of Q3 2024.

Based on SignatureFD's 13F filing for Q3 2024, filed 21 Oct 2024.