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UBS’s Stoneridge SRI Stock Holding History

UBS’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
2014
Q1 		– Sell
-2,500
Closed -$32K – 10784
2013
Q4 		$32K Buy
+2,500
New +$31K ﹤0.01% 7562

Other funds holding SRI

SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

UBS's SRI Position: Q4 2013 in Review

UBS sold out of Stoneridge (SRI) in Q4 2013, closing a stake of 1,213 shares — an estimated $15K sold.

UBS first reported a position in SRI in Q2 2013 and held it in 2 quarters. The position peaked at $19K in Q2 2013. 114 funds tracked by Wall St. Rank hold SRI as of Q4 2013.

  • UBS reported no remaining Stoneridge position as of Q4 2013 after selling out during the quarter.
  • UBS sold 1,213 Stoneridge shares in Q4 2013, an estimated $15K.
  • UBS first reported a position in Stoneridge in Q2 2013 and held it in 2 quarters.
  • UBS's Stoneridge position peaked at $19K in Q2 2013.
  • 114 funds tracked by Wall St. Rank held Stoneridge as of Q4 2013.

Based on UBS's 13F filing for Q4 2013, filed 14 Feb 2014.