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Susquehanna Fundamental Investments’s Stoneridge SRI Stock Holding History

Susquehanna Fundamental Investments’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
2020
Q4 		– Sell
-26,882
Closed -$494K – 1598
2020
Q3 		$494K Sell
26,882
-2,049
-7% -$41.8K 0.01% 881
2020
Q2 		$598K Buy
+28,931
New +$542K 0.03% 564

Other funds holding SRI

FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Susquehanna Fundamental Investments's SRI Position: Q4 2020 in Review

Susquehanna Fundamental Investments sold out of Stoneridge (SRI) in Q4 2020, closing a stake of 26,882 shares — an estimated $494K sold.

Susquehanna Fundamental Investments first reported a position in SRI in Q2 2020 and held it in 2 quarters. The position peaked at $598K in Q2 2020. 118 funds tracked by Wall St. Rank hold SRI as of Q4 2020.

  • Susquehanna Fundamental Investments reported no remaining Stoneridge position as of Q4 2020 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 26,882 Stoneridge shares in Q4 2020, an estimated $494K.
  • Susquehanna Fundamental Investments first reported a position in Stoneridge in Q2 2020 and held it in 2 quarters.
  • Susquehanna Fundamental Investments's Stoneridge position peaked at $598K in Q2 2020.
  • 118 funds tracked by Wall St. Rank held Stoneridge as of Q4 2020.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2020, filed 16 Feb 2021.