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Smith Group Asset Management’s Stoneridge SRI Stock Holding History

Smith Group Asset Management’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
-56,290
Closed -$1.02M – 480
2017
Q1 		$1.02M Sell
56,290
-20
-0% -$352 0.03% 172
2016
Q4 		$996K Sell
56,310
-740
-1% -$12.5K 0.03% 168
2016
Q3 		$1.05M Buy
57,050
+460
+0.8% +$7.93K 0.03% 163
2016
Q2 		$845K Buy
+56,590
New +$854K 0.03% 166
2014
Q1 		– Sell
-2,091
Closed -$27K – 425
2013
Q4 		$27K Hold
2,091
– – ﹤0.01% 271
2013
Q3 		$23K Hold
2,091
– – ﹤0.01% 281
2013
Q2 		$24K Buy
+2,091
New +$19.4K ﹤0.01% 267

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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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 $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return