SIM
SRI icon

Spark Investment Management’s Stoneridge SRI Stock Holding History

Spark Investment 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
Q4 		– Sell
-50,600
Closed -$1M – 805
2017
Q3 		$1M Sell
50,600
-16,500
-25% -$273K 0.05% 390
2017
Q2 		$1.03M Hold
67,100
– – 0.06% 382
2017
Q1 		$1.22M Buy
67,100
+38,100
+131% +$671K 0.08% 376
2016
Q4 		$513K Hold
29,000
– – 0.04% 482
2016
Q3 		$533K Hold
29,000
– – 0.04% 472
2016
Q2 		$433K Hold
29,000
– – 0.04% 492
2016
Q1 		$422K Buy
+29,000
New +$365K 0.04% 475
2014
Q4 		– Sell
-15,500
Closed -$174K – 792
2014
Q3 		$174K Sell
15,500
-6,300
-29% -$73.4K 0.03% 531
2014
Q2 		$233K Sell
21,800
-20,900
-49% -$219K 0.03% 465
2014
Q1 		$479K Sell
42,700
-14,500
-25% -$163K 0.07% 368
2013
Q4 		$729K Sell
57,200
-18,400
-24% -$228K 0.13% 260
2013
Q3 		$817K Buy
75,600
+27,800
+58% +$344K 0.19% 170
2013
Q2 		$556K Buy
+47,800
New +$443K 0.15% 182

Other funds holding SRI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return