TIAA CREF Investment Management’s Stoneridge SRI Stock Holding History

TIAA CREF Investment 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
2019 Q1	$4.74M	Sell	164,370 -99,304	-38%	-$2.71M	﹤0.01%	1483
2018 Q4	$6.5M	Sell	263,674 -42,693	-14%	-$1.09M	0.01%	1204
2018 Q3	$9.11M	Sell	306,367 -17,752	-5%	-$563K	0.01%	1160
2018 Q2	$11.4M	Buy	324,119 +28,369	+10%	+$862K	0.01%	1082
2018 Q1	$8.16M	Buy	295,750 +1,445	+0.5%	+$35.3K	0.01%	1246
2017 Q4	$6.73M	Buy	294,305 +178,989	+155%	+$4M	﹤0.01%	1420
2017 Q3	$2.28M	Buy	115,316 +14,284	+14%	+$236K	﹤0.01%	2087
2017 Q2	$1.56M	Sell	101,032 -31,892	-24%	-$535K	﹤0.01%	2331
2017 Q1	$2.41M	Buy	132,924 +26,444	+25%	+$465K	﹤0.01%	2021
2016 Q4	$1.88M	Buy	106,480 +28,464	+36%	+$482K	﹤0.01%	2222
2016 Q3	$1.44K	Sell	78,016 -9,019	-10%	-$155K	﹤0.01%	2355
2016 Q2	$1.3M	Sell	87,035 -18,583	-18%	-$281K	﹤0.01%	2385
2016 Q1	$1.54M	Buy	105,618 +14,447	+16%	+$182K	﹤0.01%	2226
2015 Q4	$1.35M	Sell	91,171 -17,314	-16%	-$233K	﹤0.01%	2395
2015 Q3	$1.34M	Sell	108,485 -19,594	-15%	-$233K	﹤0.01%	2390
2015 Q2	$1.5M	Sell	128,079 -12,589	-9%	-$152K	﹤0.01%	2480
2015 Q1	$1.59M	Sell	140,668 -14,780	-10%	-$178K	﹤0.01%	2366
2014 Q4	$2M	Sell	155,448 -11,216	-7%	-$131K	﹤0.01%	2235
2014 Q3	$1.88M	Sell	166,664 -8,613	-5%	-$100K	﹤0.01%	2261
2014 Q2	$1.88M	Buy	175,277 +2,411	+1%	+$25.3K	﹤0.01%	2333
2014 Q1	$1.94M	Hold	172,866	–	–	﹤0.01%	2251
2013 Q4	$2.2M	Sell	172,866 -17,452	-9%	-$217K	﹤0.01%	2206
2013 Q3	$2.06M	Buy	190,318 +17,150	+10%	+$212K	﹤0.01%	2183
2013 Q2	$2.02M	Buy	+173,168	New	+$1.6M	﹤0.01%	2157

Other funds holding SRI

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return