State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s Stoneridge SRI Stock Holding History

State of Wisconsin Investment Board’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
2024
Q3 		– Sell
-20,231
Closed -$323K – 2360
2024
Q2 		$323K Buy
+20,231
New +$324K ﹤0.01% 2004
2024
Q1 		– Sell
-32,209
Closed -$630K – 2401
2023
Q4 		$630K Sell
32,209
-2,245
-7% -$39K ﹤0.01% 1589
2023
Q3 		$691K Buy
34,454
+1,680
+5% +$34.1K ﹤0.01% 1547
2023
Q2 		$618K Buy
32,774
+21,932
+202% +$385K ﹤0.01% 1724
2023
Q1 		$203K Sell
10,842
-12,464
-53% -$268K ﹤0.01% 2264
2022
Q4 		$502K Sell
23,306
-15,787
-40% -$338K ﹤0.01% 1897
2022
Q3 		$663K Sell
39,093
-7,262
-16% -$136K ﹤0.01% 1809
2022
Q2 		$795K Buy
46,355
+19,155
+70% +$364K ﹤0.01% 1798
2022
Q1 		$565K Buy
+27,200
New +$500K ﹤0.01% 1767

Other funds holding SRI

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

State of Wisconsin Investment Board's SRI Position: Q3 2024 in Review

State of Wisconsin Investment Board sold out of Stoneridge (SRI) in Q3 2024, closing a stake of 20,231 shares — an estimated $323K sold.

State of Wisconsin Investment Board first reported a position in SRI in Q1 2022 and held it in 9 quarters. The position peaked at $795K in Q2 2022. 130 funds tracked by Wall St. Rank hold SRI as of Q3 2024.

  • State of Wisconsin Investment Board reported no remaining Stoneridge position as of Q3 2024 after selling out during the quarter.
  • State of Wisconsin Investment Board sold 20,231 Stoneridge shares in Q3 2024, an estimated $323K.
  • State of Wisconsin Investment Board first reported a position in Stoneridge in Q1 2022 and held it in 9 quarters.
  • State of Wisconsin Investment Board's Stoneridge position peaked at $795K in Q2 2022.
  • 130 funds tracked by Wall St. Rank held Stoneridge as of Q3 2024.

Based on State of Wisconsin Investment Board's 13F filing for Q3 2024, filed 14 Nov 2024.