ZIM
SRI icon

Zacks Investment Management’s Stoneridge SRI Stock Holding History

Zacks Investment Management’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
2018
Q4 		– Sell
-52,552
Closed -$1.56M – 581
2018
Q3 		$1.56M Buy
52,552
+666
+1% +$21.1K 0.03% 323
2018
Q2 		$1.82M Buy
51,886
+3,526
+7% +$107K 0.04% 295
2018
Q1 		$1.33M Sell
48,360
-4,970
-9% -$121K 0.03% 357
2017
Q4 		$1.22M Buy
53,330
+35,698
+202% +$798K 0.03% 357
2017
Q3 		$349K Buy
+17,632
New +$292K 0.01% 464
2017
Q2 		– Sell
-35,653
Closed -$647K – 677
2017
Q1 		$647K Buy
35,653
+11,933
+50% +$210K 0.02% 437
2016
Q4 		$420K Sell
23,720
-9,879
-29% -$167K 0.01% 465
2016
Q3 		$618K Buy
+33,599
New +$579K 0.02% 426
2013
Q4 		– Sell
-39,604
Closed -$428K – 742
2013
Q3 		$428K Buy
39,604
+5,845
+17% +$72.3K 0.02% 393
2013
Q2 		$393K Buy
+33,759
New +$313K 0.02% 398

Other funds holding SRI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Zacks Investment Management's SRI Position: Q4 2018 in Review

Zacks Investment Management sold out of Stoneridge (SRI) in Q4 2018, closing a stake of 52,552 shares — an estimated $1.56M sold.

Zacks Investment Management first reported a position in SRI in Q2 2013 and held it in 10 quarters. The position peaked at $1.82M in Q2 2018. 154 funds tracked by Wall St. Rank hold SRI as of Q4 2018.

  • Zacks Investment Management reported no remaining Stoneridge position as of Q4 2018 after selling out during the quarter.
  • Zacks Investment Management sold 52,552 Stoneridge shares in Q4 2018, an estimated $1.56M.
  • Zacks Investment Management first reported a position in Stoneridge in Q2 2013 and held it in 10 quarters.
  • Zacks Investment Management's Stoneridge position peaked at $1.82M in Q2 2018.
  • 154 funds tracked by Wall St. Rank held Stoneridge as of Q4 2018.

Based on Zacks Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.