TC
SRI icon

Truvestments Capital’s Stoneridge SRI Stock Holding History

Truvestments Capital’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
Q4 		– Sell
-131
Closed -$2K – 960
2022
Q3 		$2K Hold
131
– – ﹤0.01% 571
2022
Q2 		$2K Buy
+131
New +$2.49K ﹤0.01% 575
2022
Q1 		– Sell
-131
Closed -$3K – 499
2021
Q4 		$3K Hold
131
– – ﹤0.01% 534
2021
Q3 		$3K Hold
131
– – ﹤0.01% 515
2021
Q2 		$4K Sell
131
-53
-29% -$1.68K ﹤0.01% 494
2021
Q1 		$6K Hold
184
– – ﹤0.01% 509
2020
Q4 		$5K Buy
+184
New +$4.77K ﹤0.01% 498
2020
Q3 		– Sell
-624
Closed -$12K – 522
2020
Q2 		$12K Buy
624
+578
+1,257% +$10.8K 0.01% 362
2020
Q1 		$0 Buy
+46
New +$1.14K ﹤0.01% 548
2019
Q4 		– Sell
-880
Closed -$27K – 523
2019
Q3 		$27K Buy
880
+269
+44% +$8.44K 0.02% 364
2019
Q2 		$19K Hold
611
– – 0.01% 438
2019
Q1 		$18K Buy
+611
New +$16.7K 0.01% 421
2018
Q3 		$16K Buy
+549
New +$17.4K 0.01% 558

Other funds holding SRI

FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return