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United Services Automobile Association’s Stoneridge SRI Stock Holding History

United Services Automobile Association’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
2018
Q4 		– Sell
-6,923
Closed -$206K – 2297
2018
Q3 		$206K Sell
6,923
-243
-3% -$7.7K ﹤0.01% 2142
2018
Q2 		$252K Buy
+7,166
New +$218K ﹤0.01% 2025

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

United Services Automobile Association's SRI Position: Q4 2018 in Review

United Services Automobile Association sold out of Stoneridge (SRI) in Q4 2018, closing a stake of 6,923 shares — an estimated $206K sold.

United Services Automobile Association first reported a position in SRI in Q2 2018 and held it in 2 quarters. The position peaked at $252K in Q2 2018. 154 funds tracked by Wall St. Rank hold SRI as of Q4 2018.

  • United Services Automobile Association reported no remaining Stoneridge position as of Q4 2018 after selling out during the quarter.
  • United Services Automobile Association sold 6,923 Stoneridge shares in Q4 2018, an estimated $206K.
  • United Services Automobile Association first reported a position in Stoneridge in Q2 2018 and held it in 2 quarters.
  • United Services Automobile Association's Stoneridge position peaked at $252K in Q2 2018.
  • 154 funds tracked by Wall St. Rank held Stoneridge as of Q4 2018.

Based on United Services Automobile Association's 13F filing for Q4 2018, filed 13 Feb 2019.