Y-Intercept (HK)’s Stoneridge SRI Stock Holding History

Y-Intercept (HK)’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
2025 Q3	–	Sell	-44,750	Closed	-$315K	–	2018
2025 Q2	$315K	Buy	+44,750	New	+$219K	0.01%	1344

Other funds holding SRI

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EMCIP

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

ACA

AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

ACH

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

Y-Intercept (HK)'s SRI Position: Q3 2025 in Review

Y-Intercept (HK) sold out of Stoneridge (SRI) in Q3 2025, closing a stake of 44,750 shares — an estimated $315K sold.

Y-Intercept (HK) first reported a position in SRI in Q2 2025 and held it in 1 quarter. The position peaked at $315K in Q2 2025. 116 funds tracked by Wall St. Rank hold SRI as of Q3 2025.

Y-Intercept (HK) reported no remaining Stoneridge position as of Q3 2025 after selling out during the quarter.
Y-Intercept (HK) sold 44,750 Stoneridge shares in Q3 2025, an estimated $315K.
Y-Intercept (HK) first reported a position in Stoneridge in Q2 2025 and held it in 1 quarter.
Y-Intercept (HK)'s Stoneridge position peaked at $315K in Q2 2025.
116 funds tracked by Wall St. Rank held Stoneridge as of Q3 2025.

Based on Y-Intercept (HK)'s 13F filing for Q3 2025, filed 31 Oct 2025.