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Synovus Financial’s Stoneridge SRI Stock Holding History

Synovus Financial’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
2022
Q3 		– Sell
-14,376
Closed -$240K – 879
2022
Q2 		$240K Buy
14,376
+64
+0.4% +$1.22K ﹤0.01% 762
2022
Q1 		$294K Buy
14,312
+778
+6% +$14.3K ﹤0.01% 742
2021
Q4 		$266K Sell
13,534
-355
-3% -$7.5K ﹤0.01% 770
2021
Q3 		$284K Sell
13,889
-83
-0.6% -$2.06K ﹤0.01% 731
2021
Q2 		$412K Buy
13,972
+306
+2% +$9.69K ﹤0.01% 657
2021
Q1 		$431K Buy
13,666
+1,537
+13% +$48.5K ﹤0.01% 587
2020
Q4 		$364K Buy
+12,129
New +$314K ﹤0.01% 607
2020
Q3 		– Sell
-8,796
Closed -$181K – 1354
2020
Q2 		$181K Sell
8,796
-2,246
-20% -$42.1K ﹤0.01% 668
2020
Q1 		$185K Sell
11,042
-370
-3% -$9.18K ﹤0.01% 784
2019
Q4 		$329K Buy
11,412
+965
+9% +$29.7K ﹤0.01% 571
2019
Q3 		$321K Buy
+10,447
New +$328K ﹤0.01% 556

Other funds holding SRI

CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return