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Winslow Evans & Crocker’s Stoneridge SRI Stock Holding History

Winslow Evans & Crocker’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
Q3 		– Sell
-35
Closed -$1K – 1148
2020
Q2 		$1K Sell
35
-1
-3% -$19 ﹤0.01% 1107
2020
Q1 		$2K Hold
36
– – ﹤0.01% 1061
2019
Q4 		$2K Hold
36
– – ﹤0.01% 1111
2019
Q3 		$2K Hold
36
– – ﹤0.01% 1103
2019
Q2 		$2K Hold
36
– – ﹤0.01% 1101
2019
Q1 		$2K Hold
36
– – ﹤0.01% 1247
2018
Q4 		$2K Hold
36
– – ﹤0.01% 1051
2018
Q3 		$2K Hold
36
– – ﹤0.01% 1063
2018
Q2 		$2K Hold
36
– – ﹤0.01% 1073
2018
Q1 		$966 Buy
+36
New +$879 ﹤0.01% 1066

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Winslow Evans & Crocker's SRI Position: Q3 2020 in Review

Winslow Evans & Crocker sold out of Stoneridge (SRI) in Q3 2020, closing a stake of 35 shares — an estimated $1K sold.

Winslow Evans & Crocker first reported a position in SRI in Q1 2018 and held it in 10 quarters. The position peaked at $2K in Q1 2020. 109 funds tracked by Wall St. Rank hold SRI as of Q3 2020.

  • Winslow Evans & Crocker reported no remaining Stoneridge position as of Q3 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 35 Stoneridge shares in Q3 2020, an estimated $1K.
  • Winslow Evans & Crocker first reported a position in Stoneridge in Q1 2018 and held it in 10 quarters.
  • Winslow Evans & Crocker's Stoneridge position peaked at $2K in Q1 2020.
  • 109 funds tracked by Wall St. Rank held Stoneridge as of Q3 2020.

Based on Winslow Evans & Crocker's 13F filing for Q3 2020, filed 21 Oct 2020.