TD Asset Management
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TD Asset Management’s Stoneridge SRI Stock Holding History

TD Asset Management’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
Q1 		– Sell
-48,796
Closed -$963K – 1509
2021
Q4 		$963K Buy
48,796
+18,498
+61% +$391K ﹤0.01% 1285
2021
Q3 		$618K Hold
30,298
– – ﹤0.01% 1356
2021
Q2 		$877K Sell
30,298
-11,388
-27% -$361K ﹤0.01% 1287
2021
Q1 		$1.33M Buy
41,686
+2,586
+7% +$81.7K ﹤0.01% 1208
2020
Q4 		$1.18M Buy
39,100
+2,900
+8% +$75.2K ﹤0.01% 1149
2020
Q3 		$665K Buy
36,200
+1,800
+5% +$36.7K ﹤0.01% 1180
2020
Q2 		$711K Buy
34,400
+1,900
+6% +$35.6K ﹤0.01% 1140
2020
Q1 		$544K Buy
32,500
+2,200
+7% +$54.6K ﹤0.01% 1160
2019
Q4 		$888K Buy
30,300
+1,900
+7% +$58.5K ﹤0.01% 1120
2019
Q3 		$880K Buy
28,400
+8,500
+43% +$267K ﹤0.01% 1079
2019
Q2 		$628K Buy
+19,900
New +$589K ﹤0.01% 1145

Other funds holding SRI

CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 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 $774M AUM 40.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

TD Asset Management's SRI Position: Q1 2022 in Review

TD Asset Management sold out of Stoneridge (SRI) in Q1 2022, closing a stake of 48,796 shares — an estimated $963K sold.

TD Asset Management first reported a position in SRI in Q2 2019 and held it in 11 quarters. The position peaked at $1.33M in Q1 2021. 124 funds tracked by Wall St. Rank hold SRI as of Q1 2022.

  • TD Asset Management reported no remaining Stoneridge position as of Q1 2022 after selling out during the quarter.
  • TD Asset Management sold 48,796 Stoneridge shares in Q1 2022, an estimated $963K.
  • TD Asset Management first reported a position in Stoneridge in Q2 2019 and held it in 11 quarters.
  • TD Asset Management's Stoneridge position peaked at $1.33M in Q1 2021.
  • 124 funds tracked by Wall St. Rank held Stoneridge as of Q1 2022.

Based on TD Asset Management's 13F filing for Q1 2022, filed 10 May 2022.