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

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return