Summit X LLC’s Stoneridge SRI Stock Holding History

Summit X LLC’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 Q3	–	Sell	-11,930	Closed	-$183K	–	192
2017 Q2	$183K	Buy	+11,930	New	+$200K	0.13%	172

Other funds holding SRI

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Summit X LLC's SRI Position: Q3 2017 in Review

Summit X LLC sold out of Stoneridge (SRI) in Q3 2017, closing a stake of 11,930 shares — an estimated $183K sold.

Summit X LLC first reported a position in SRI in Q2 2017 and held it in 1 quarter. The position peaked at $183K in Q2 2017. 141 funds tracked by Wall St. Rank hold SRI as of Q3 2017.

Summit X LLC reported no remaining Stoneridge position as of Q3 2017 after selling out during the quarter.
Summit X LLC sold 11,930 Stoneridge shares in Q3 2017, an estimated $183K.
Summit X LLC first reported a position in Stoneridge in Q2 2017 and held it in 1 quarter.
Summit X LLC's Stoneridge position peaked at $183K in Q2 2017.
141 funds tracked by Wall St. Rank held Stoneridge as of Q3 2017.

Based on Summit X LLC's 13F filing for Q3 2017, filed 17 Oct 2017.