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Sowell Financial Services’s Stoneridge SRI Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1,624
Closed -$54K – 2424
2021
Q1 		$54K Buy
+1,624
New +$51.3K ﹤0.01% 1621
2020
Q4 		– Sell
-139
Closed -$3K – 2850
2020
Q3 		$3K Hold
139
– – ﹤0.01% 2159
2020
Q2 		$3K Hold
139
– – ﹤0.01% 2078
2020
Q1 		$2K Sell
139
-22
-14% -$546 ﹤0.01% 2122
2019
Q4 		$5K Sell
161
-22
-12% -$677 ﹤0.01% 1923
2019
Q3 		$6K Buy
+183
New +$5.74K ﹤0.01% 1713

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Sowell Financial Services's SRI Position: Q2 2021 in Review

Sowell Financial Services sold out of Stoneridge (SRI) in Q2 2021, closing a stake of 1,624 shares — an estimated $54K sold.

Sowell Financial Services first reported a position in SRI in Q3 2019 and held it in 6 quarters. The position peaked at $54K in Q1 2021. 118 funds tracked by Wall St. Rank hold SRI as of Q2 2021.

  • Sowell Financial Services reported no remaining Stoneridge position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,624 Stoneridge shares in Q2 2021, an estimated $54K.
  • Sowell Financial Services first reported a position in Stoneridge in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's Stoneridge position peaked at $54K in Q1 2021.
  • 118 funds tracked by Wall St. Rank held Stoneridge as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.