WCM
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Wedge Capital Management’s Stoneridge SRI Stock Holding History

Wedge 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
2019
Q2 		– Sell
-8,974
Closed -$259K – 634
2019
Q1 		$259K Sell
8,974
-318
-3% -$8.69K ﹤0.01% 543
2018
Q4 		$229K Sell
9,292
-236
-2% -$6K ﹤0.01% 531
2018
Q3 		$283K Buy
9,528
+2,466
+35% +$78.2K ﹤0.01% 531
2018
Q2 		$248K Sell
7,062
-58,971
-89% -$1.79M ﹤0.01% 543
2018
Q1 		$1.82M Sell
66,033
-16,961
-20% -$414K 0.02% 280
2017
Q4 		$1.9M Sell
82,994
-4,518
-5% -$101K 0.02% 283
2017
Q3 		$1.73M Sell
87,512
-64
-0.1% -$1.06K 0.02% 288
2017
Q2 		$1.35M Buy
87,576
+11,376
+15% +$191K 0.01% 294
2017
Q1 		$1.38M Buy
76,200
+5,300
+7% +$93.3K 0.01% 280
2016
Q4 		$1.25M Buy
70,900
+3,600
+5% +$60.9K 0.01% 307
2016
Q3 		$1.24M Sell
67,300
-3,100
-4% -$53.4K 0.01% 297
2016
Q2 		$1.05M Sell
70,400
-9,100
-11% -$137K 0.01% 311
2016
Q1 		$1.16M Sell
79,500
-5,300
-6% -$66.7K 0.01% 292
2015
Q4 		$1.25M Buy
84,800
+5,900
+7% +$79.3K 0.01% 297
2015
Q3 		$974K Sell
78,900
-6,800
-8% -$80.7K 0.01% 338
2015
Q2 		$1M Hold
85,700
– – 0.01% 323
2015
Q1 		$968K Buy
85,700
+9,700
+13% +$117K 0.01% 330
2014
Q4 		$977K Hold
76,000
– – 0.01% 340
2014
Q3 		$857K Buy
76,000
+14,100
+23% +$164K 0.01% 353
2014
Q2 		$664K Buy
+61,900
New +$649K 0.01% 381

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