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Winton Group’s Stoneridge SRI Stock Holding History

Winton Group’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
2026
Q1 		– Sell
-11,971
Closed -$69.3K – 1357
2025
Q4 		$69.3K Buy
+11,971
New +$75.3K ﹤0.01% 889
2021
Q2 		– Sell
-8,551
Closed -$272K – 1509
2021
Q1 		$272K Sell
8,551
-4,459
-34% -$141K 0.02% 1181
2020
Q4 		$393K Sell
13,010
-34,684
-73% -$899K 0.03% 911
2020
Q3 		$876K Sell
47,694
-29,059
-38% -$593K 0.03% 872
2020
Q2 		$1.59M Buy
76,753
+13,284
+21% +$249K 0.04% 761
2020
Q1 		$1.06M Sell
63,469
-113
-0.2% -$2.8K 0.03% 785
2019
Q4 		$1.86M Buy
63,582
+12,977
+26% +$399K 0.03% 826
2019
Q3 		$1.57M Buy
50,605
+33,253
+192% +$1.04M 0.02% 654
2019
Q2 		$547K Buy
17,352
+9,342
+117% +$276K 0.01% 642
2019
Q1 		$231K Sell
8,010
-10,542
-57% -$288K ﹤0.01% 906
2018
Q4 		$457K Sell
18,552
-1,867
-9% -$47.5K 0.01% 519
2018
Q3 		$607K Buy
20,419
+3,843
+23% +$122K 0.01% 553
2018
Q2 		$582K Sell
16,576
-4,740
-22% -$144K 0.01% 597
2018
Q1 		$588K Buy
+21,316
New +$521K 0.02% 697

Other funds holding SRI

2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return

Winton Group's SRI Position: Q1 2026 in Review

Winton Group sold out of Stoneridge (SRI) in Q1 2026, closing a stake of 11,971 shares — an estimated $69.3K sold.

Winton Group first reported a position in SRI in Q1 2018 and held it in 14 quarters. The position peaked at $1.86M in Q4 2019. 114 funds tracked by Wall St. Rank hold SRI as of Q1 2026.

  • Winton Group reported no remaining Stoneridge position as of Q1 2026 after selling out during the quarter.
  • Winton Group sold 11,971 Stoneridge shares in Q1 2026, an estimated $69.3K.
  • Winton Group first reported a position in Stoneridge in Q1 2018 and held it in 14 quarters.
  • Winton Group's Stoneridge position peaked at $1.86M in Q4 2019.
  • 114 funds tracked by Wall St. Rank held Stoneridge as of Q1 2026.

Based on Winton Group's 13F filing for Q1 2026, filed 12 May 2026.