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Versor Investments’s Stoneridge SRI Stock Holding History

Versor Investments’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
-13,600
Closed -$231K – 958
2022
Q3 		$231K Buy
+13,600
New +$256K 0.01% 691

Other funds holding SRI

FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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 $774M AUM 40.73% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Versor Investments's SRI Position: Q4 2022 in Review

Versor Investments sold out of Stoneridge (SRI) in Q4 2022, closing a stake of 13,600 shares — an estimated $231K sold.

Versor Investments first reported a position in SRI in Q3 2022 and held it in 1 quarter. The position peaked at $231K in Q3 2022. 115 funds tracked by Wall St. Rank hold SRI as of Q4 2022.

  • Versor Investments reported no remaining Stoneridge position as of Q4 2022 after selling out during the quarter.
  • Versor Investments sold 13,600 Stoneridge shares in Q4 2022, an estimated $231K.
  • Versor Investments first reported a position in Stoneridge in Q3 2022 and held it in 1 quarter.
  • Versor Investments's Stoneridge position peaked at $231K in Q3 2022.
  • 115 funds tracked by Wall St. Rank held Stoneridge as of Q4 2022.

Based on Versor Investments's 13F filing for Q4 2022, filed 30 Jan 2023.