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

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

Dimensional Fund Advisors

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

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

AYAL Capital Advisors Toronto, Ontario, Canada $195M AUM 39.67% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EVR Research Richmond, Virginia $176M AUM 41.5% 1-Year Est. Return