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USA Financial Formulas’s Stoneridge SRI Stock Holding History

USA Financial Formulas’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
-2,994
Closed -$105K – 398
2018
Q3 		$105K Buy
+2,994
New +$94.9K 0.03% 257

Other funds holding SRI

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

USA Financial Formulas's SRI Position: Q4 2018 in Review

USA Financial Formulas sold out of Stoneridge (SRI) in Q4 2018, closing a stake of 2,994 shares — an estimated $105K sold.

USA Financial Formulas first reported a position in SRI in Q3 2018 and held it in 1 quarter. The position peaked at $105K in Q3 2018. 154 funds tracked by Wall St. Rank hold SRI as of Q4 2018.

  • USA Financial Formulas reported no remaining Stoneridge position as of Q4 2018 after selling out during the quarter.
  • USA Financial Formulas sold 2,994 Stoneridge shares in Q4 2018, an estimated $105K.
  • USA Financial Formulas first reported a position in Stoneridge in Q3 2018 and held it in 1 quarter.
  • USA Financial Formulas's Stoneridge position peaked at $105K in Q3 2018.
  • 154 funds tracked by Wall St. Rank held Stoneridge as of Q4 2018.

Based on USA Financial Formulas's 13F filing for Q4 2018, filed 14 Feb 2019.