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
-300
Closed -$1.74K – 10096
2025
Q4 		$1.74K Buy
+300
New +$1.89K ﹤0.01% 7877
2022
Q4 		– Sell
-100
Closed -$1K – 10361
2022
Q3 		$1K Hold
100
– – ﹤0.01% 9641
2022
Q2 		$1K Buy
+100
New +$1.9K ﹤0.01% 9675
2019
Q2 		– Sell
-89
Closed -$256K – 7752
2019
Q1 		$256K Buy
89
+84
+1,680% +$2.3K ﹤0.01% 3346
2018
Q4 		$12K Hold
5
– – ﹤0.01% 5748
2018
Q3 		$14K Sell
5
-19
-79% -$602 ﹤0.01% 6240
2018
Q2 		$84K Buy
+24
New +$729 ﹤0.01% 4483
2018
Q1 		– Sell
-39
Closed -$2K – 6822
2017
Q4 		$2K Buy
+39
New +$871 ﹤0.01% 5256
2015
Q3 		– Sell
-10
Closed -$1K – 6151
2015
Q2 		$1K Hold
10
– – ﹤0.01% 4787
2015
Q1 		$1K Buy
+10
New +$120 ﹤0.01% 4597

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.