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Simplicity Solutions’s Stoneridge SRI Stock Holding History

Simplicity Solutions’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
2017
Q2 		– Sell
-23,899
Closed -$434K – 436
2017
Q1 		$434K Buy
23,899
+1,111
+5% +$19.6K 0.07% 247
2016
Q4 		$403K Sell
22,788
-2,180
-9% -$36.9K 0.09% 216
2016
Q3 		$459K Buy
24,968
+351
+1% +$6.05K 0.22% 119
2016
Q2 		$368K Buy
24,617
+757
+3% +$11.4K 0.2% 139
2016
Q1 		$347K Buy
23,860
+3,453
+17% +$43.4K 0.21% 137
2015
Q4 		$302K Buy
20,407
+1,555
+8% +$20.9K 0.04% 542
2015
Q3 		$233K Buy
+18,852
New +$224K 0.25% 107

Other funds holding SRI

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Simplicity Solutions's SRI Position: Q2 2017 in Review

Simplicity Solutions sold out of Stoneridge (SRI) in Q2 2017, closing a stake of 23,899 shares — an estimated $434K sold.

Simplicity Solutions first reported a position in SRI in Q3 2015 and held it in 7 quarters. The position peaked at $459K in Q3 2016. 141 funds tracked by Wall St. Rank hold SRI as of Q2 2017.

  • Simplicity Solutions reported no remaining Stoneridge position as of Q2 2017 after selling out during the quarter.
  • Simplicity Solutions sold 23,899 Stoneridge shares in Q2 2017, an estimated $434K.
  • Simplicity Solutions first reported a position in Stoneridge in Q3 2015 and held it in 7 quarters.
  • Simplicity Solutions's Stoneridge position peaked at $459K in Q3 2016.
  • 141 funds tracked by Wall St. Rank held Stoneridge as of Q2 2017.

Based on Simplicity Solutions's 13F filing for Q2 2017, filed 9 Aug 2017.