Voloridge Investment Management
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Voloridge Investment Management’s Stoneridge SRI Stock Holding History

Voloridge Investment 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
2020
Q4 		– Sell
-48,411
Closed -$889K – 1555
2020
Q3 		$889K Sell
48,411
-6,972
-13% -$142K 0.01% 970
2020
Q2 		$1.14M Buy
+55,383
New +$1.04M 0.01% 802
2020
Q1 		– Sell
-38,588
Closed -$1.13M – 1377
2019
Q4 		$1.13M Buy
38,588
+23,703
+159% +$730K 0.02% 615
2019
Q3 		$461K Buy
+14,885
New +$467K 0.01% 825

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Voloridge Investment Management's SRI Position: Q4 2020 in Review

Voloridge Investment Management sold out of Stoneridge (SRI) in Q4 2020, closing a stake of 48,411 shares — an estimated $889K sold.

Voloridge Investment Management first reported a position in SRI in Q3 2019 and held it in 4 quarters. The position peaked at $1.14M in Q2 2020. 118 funds tracked by Wall St. Rank hold SRI as of Q4 2020.

  • Voloridge Investment Management reported no remaining Stoneridge position as of Q4 2020 after selling out during the quarter.
  • Voloridge Investment Management sold 48,411 Stoneridge shares in Q4 2020, an estimated $889K.
  • Voloridge Investment Management first reported a position in Stoneridge in Q3 2019 and held it in 4 quarters.
  • Voloridge Investment Management's Stoneridge position peaked at $1.14M in Q2 2020.
  • 118 funds tracked by Wall St. Rank held Stoneridge as of Q4 2020.

Based on Voloridge Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.