Simplex Trading
SRI icon

Simplex Trading’s Stoneridge SRI Stock Holding History

Simplex Trading’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
2026
Q1 		– Sell
-500
Closed -$2.9K – 10095
2025
Q4 		$2.9K Sell
500
-400
-44% -$2.52K ﹤0.01% 7703
2025
Q3 		$6K Sell
900
-1,300
-59% -$10.3K ﹤0.01% 8233
2025
Q2 		$15K Sell
2,200
-9,100
-81% -$44.6K ﹤0.01% 7027
2025
Q1 		$51K Sell
11,300
-29,600
-72% -$151K ﹤0.01% 5764
2024
Q4 		$256K Buy
+40,900
New +$314K ﹤0.01% 4245
2024
Q1 		– Sell
-100
Closed -$1K – 9836
2023
Q4 		$1K Buy
+100
New +$1.74K ﹤0.01% 8580
2022
Q2 		– Sell
-200
Closed -$4K – 11034
2022
Q1 		$4K Buy
+200
New +$3.68K ﹤0.01% 9597
2021
Q2 		– Sell
-2
Closed -$6K – 10670
2021
Q1 		$6K Buy
2
+1
+100% +$32 ﹤0.01% 8167
2020
Q4 		$3K Sell
1
-4
-80% -$104 ﹤0.01% 7903
2020
Q3 		$9K Hold
5
– – ﹤0.01% 6855
2020
Q2 		$10K Sell
5
-1
-17% -$19 ﹤0.01% 6667
2020
Q1 		$10K Sell
6
-9
-60% -$223 ﹤0.01% 6481
2019
Q4 		$43K Buy
15
+12
+400% +$369 ﹤0.01% 5332
2019
Q3 		$9K Buy
+3
New +$94 ﹤0.01% 6316
2019
Q2 		– Sell
-1
Closed -$2K – 7750
2019
Q1 		$2K Sell
1
-20
-95% -$547 ﹤0.01% 6819
2018
Q4 		$51K Buy
21
+15
+250% +$381 ﹤0.01% 4506
2018
Q3 		$17K Sell
6
-16
-73% -$507 ﹤0.01% 6089
2018
Q2 		$77K Sell
22
-164
-88% -$4.98K ﹤0.01% 4586
2018
Q1 		$15K Buy
186
+136
+272% +$3.32K ﹤0.01% 3644
2017
Q4 		$10K Buy
+50
New +$1.12K ﹤0.01% 3913
2015
Q4 		– Sell
-75
Closed -$6K – 6096
2015
Q3 		$6K Buy
+75
New +$890 ﹤0.01% 3868

Other funds holding SRI

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

Simplex Trading's SRI Position: Q1 2024 in Review

Simplex Trading sold out of Stoneridge (SRI) in Q1 2024, closing a stake of 3 shares.

Simplex Trading first reported a position in SRI in Q1 2015 and held it in 17 quarters. The position peaked at $256K in Q4 2018. 108 funds tracked by Wall St. Rank hold SRI as of Q1 2024.

  • Simplex Trading reported no remaining Stoneridge position as of Q1 2024 after selling out during the quarter.
  • Simplex Trading sold 3 Stoneridge shares in Q1 2024.
  • Simplex Trading first reported a position in Stoneridge in Q1 2015 and held it in 17 quarters.
  • Simplex Trading's Stoneridge position peaked at $256K in Q4 2018.
  • 108 funds tracked by Wall St. Rank held Stoneridge as of Q1 2024.

Based on Simplex Trading's 13F filing for Q1 2024, filed 25 Apr 2024.