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SRI icon

TCWP’s Stoneridge SRI Stock Holding History

TCWP’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
Q2 		– Sell
-28
Closed – – 1544
2022
Q1 		$0 Buy
+28
New +$515 ﹤0.01% 1897

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
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

TCWP's SRI Position: Q2 2022 in Review

TCWP sold out of Stoneridge (SRI) in Q2 2022, closing a stake of 28 shares.

TCWP first reported a position in SRI in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 116 funds tracked by Wall St. Rank hold SRI as of Q2 2022.

  • TCWP reported no remaining Stoneridge position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 28 Stoneridge shares in Q2 2022.
  • TCWP first reported a position in Stoneridge in Q1 2022 and held it in 1 quarter.
  • TCWP's Stoneridge position peaked at $0 in Q1 2022.
  • 116 funds tracked by Wall St. Rank held Stoneridge as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.