Zurich Cantonal Bank
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Zurich Cantonal Bank’s Stoneridge SRI Stock Holding History

Zurich Cantonal Bank’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
2024
Q4 		– Sell
-4,435
Closed -$49.6K – 2679
2024
Q3 		$49.6K Hold
4,435
– – ﹤0.01% 2553
2024
Q2 		$70.8K Hold
4,435
– – ﹤0.01% 2482
2024
Q1 		$81.8K Hold
4,435
– – ﹤0.01% 2452
2023
Q4 		$86.8K Hold
4,435
– – ﹤0.01% 2486
2023
Q3 		$89K Hold
4,435
– – ﹤0.01% 2407
2023
Q2 		$83.6K Hold
4,435
– – ﹤0.01% 2424
2023
Q1 		$82.9K Hold
4,435
– – ﹤0.01% 2389
2022
Q4 		$95.6K Sell
4,435
-872
-16% -$18.7K ﹤0.01% 2299
2022
Q3 		$90K Hold
5,307
– – ﹤0.01% 2311
2022
Q2 		$91K Hold
5,307
– – ﹤0.01% 2314
2022
Q1 		$110K Hold
5,307
– – ﹤0.01% 2247
2021
Q4 		$105K Buy
5,307
+4,559
+609% +$96.4K ﹤0.01% 2491
2021
Q3 		$15K Hold
748
– – ﹤0.01% 2799
2021
Q2 		$22K Hold
748
– – ﹤0.01% 2576
2021
Q1 		$24K Sell
748
-2,548
-77% -$80.5K ﹤0.01% 2513
2020
Q4 		$100K Hold
3,296
– – ﹤0.01% 2210
2020
Q3 		$61K Hold
3,296
– – ﹤0.01% 2189
2020
Q2 		$68K Buy
3,296
+1,611
+96% +$30.2K ﹤0.01% 2115
2020
Q1 		$28K Hold
1,685
– – ﹤0.01% 2223
2019
Q4 		$49K Hold
1,685
– – ﹤0.01% 2161
2019
Q3 		$52K Hold
1,685
– – ﹤0.01% 2019
2019
Q2 		$53K Hold
1,685
– – ﹤0.01% 2024
2019
Q1 		$49K Sell
1,685
-763
-31% -$20.9K ﹤0.01% 2020
2018
Q4 		$60K Hold
2,448
– – ﹤0.01% 1923
2018
Q3 		$73K Hold
2,448
– – ﹤0.01% 1919
2018
Q2 		$86K Sell
2,448
-1,431
-37% -$43.5K ﹤0.01% 1742
2018
Q1 		$107K Sell
3,879
-4
-0.1% -$98 ﹤0.01% 1557
2017
Q4 		$89K Buy
3,883
+948
+32% +$21.2K ﹤0.01% 1641
2017
Q3 		$58K Buy
2,935
+4
+0.1% +$66 ﹤0.01% 1709
2017
Q2 		$45K Sell
2,931
-4
-0.1% -$67 ﹤0.01% 1828
2017
Q1 		$53K Buy
2,935
+2,931
+73,275% +$51.6K ﹤0.01% 1711
2016
Q4 		$0 Hold
4
– – ﹤0.01% 2573
2016
Q3 		$0 Buy
+4
New +$69 ﹤0.01% 2573

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return

Zurich Cantonal Bank's SRI Position: Q4 2024 in Review

Zurich Cantonal Bank sold out of Stoneridge (SRI) in Q4 2024, closing a stake of 4,435 shares — an estimated $49.6K sold.

Zurich Cantonal Bank first reported a position in SRI in Q3 2016 and held it in 33 quarters. The position peaked at $110K in Q1 2022. 129 funds tracked by Wall St. Rank hold SRI as of Q4 2024.

  • Zurich Cantonal Bank reported no remaining Stoneridge position as of Q4 2024 after selling out during the quarter.
  • Zurich Cantonal Bank sold 4,435 Stoneridge shares in Q4 2024, an estimated $49.6K.
  • Zurich Cantonal Bank first reported a position in Stoneridge in Q3 2016 and held it in 33 quarters.
  • Zurich Cantonal Bank's Stoneridge position peaked at $110K in Q1 2022.
  • 129 funds tracked by Wall St. Rank held Stoneridge as of Q4 2024.

Based on Zurich Cantonal Bank's 13F filing for Q4 2024, filed 7 Feb 2025.