Victory Capital Management
SRI icon

Victory Capital Management’s Stoneridge SRI Stock Holding History

Victory Capital Management’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
Q1 		– Sell
-15,966
Closed -$315K – 2805
2021
Q4 		$315K Buy
15,966
+4,882
+44% +$103K ﹤0.01% 2364
2021
Q3 		$226K Buy
11,084
+7,324
+195% +$181K ﹤0.01% 2481
2021
Q2 		$111K Hold
3,760
– – ﹤0.01% 2588
2021
Q1 		$120K Buy
+3,760
New +$119K ﹤0.01% 2580
2020
Q3 		– Sell
-11,321
Closed -$234K – 2552
2020
Q2 		$234K Buy
11,321
+2,512
+29% +$47.1K ﹤0.01% 2256
2020
Q1 		$148K Sell
8,809
-28,416
-76% -$705K ﹤0.01% 2229
2019
Q4 		$1.09M Buy
37,225
+3,087
+9% +$95K ﹤0.01% 1726
2019
Q3 		$1.06M Buy
34,138
+28,628
+520% +$898K ﹤0.01% 1685
2019
Q2 		$174K Sell
5,510
-6,930
-56% -$205K ﹤0.01% 1440
2019
Q1 		$359K Buy
12,440
+259
+2% +$7.08K ﹤0.01% 1404
2018
Q4 		$300K Buy
12,181
+127
+1% +$3.23K ﹤0.01% 1476
2018
Q3 		$358K Buy
12,054
+1,572
+15% +$49.8K ﹤0.01% 1497
2018
Q2 		$368K Buy
10,482
+1,435
+16% +$43.6K ﹤0.01% 1456
2018
Q1 		$250K Buy
+9,047
New +$221K ﹤0.01% 1540
2017
Q1 		– Sell
-4,484
Closed -$79K – 1857
2016
Q4 		$79K Sell
4,484
-109
-2% -$1.84K ﹤0.01% 1633
2016
Q3 		$85K Buy
+4,593
New +$79.2K ﹤0.01% 1587

Other funds holding SRI

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Victory Capital Management's SRI Position: Q1 2022 in Review

Victory Capital Management sold out of Stoneridge (SRI) in Q1 2022, closing a stake of 15,966 shares — an estimated $315K sold.

Victory Capital Management first reported a position in SRI in Q3 2016 and held it in 16 quarters. The position peaked at $1.09M in Q4 2019. 124 funds tracked by Wall St. Rank hold SRI as of Q1 2022.

  • Victory Capital Management reported no remaining Stoneridge position as of Q1 2022 after selling out during the quarter.
  • Victory Capital Management sold 15,966 Stoneridge shares in Q1 2022, an estimated $315K.
  • Victory Capital Management first reported a position in Stoneridge in Q3 2016 and held it in 16 quarters.
  • Victory Capital Management's Stoneridge position peaked at $1.09M in Q4 2019.
  • 124 funds tracked by Wall St. Rank held Stoneridge as of Q1 2022.

Based on Victory Capital Management's 13F filing for Q1 2022, filed 4 May 2022.