TD Asset Management
SRI icon

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 $2.08B 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 $5.7T AUM 30.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return