STONERIDGE INVESTMENT PARTNERS LLC Quant / Systematic

CIK: 0001108831 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 5, 2019

Total Value ($000): $318,950 (100.0% shares, 0.0% debt)

Holdings (119)

MSFT MICROSOFT CORP 4.9%
Value ($000) $15,658 Shares 154,162 Est. Cost $60.10 Unrealized +66.4%
BIIB BIOGEN INC 4.4%
Value ($000) $14,118 Shares 46,917 Est. Cost $289.82 Unrealized +10.1%
AAPL APPLE INC 4.1%
Value ($000) $12,942 Shares 82,048 Est. Cost $22.84 Unrealized +101.5%
GOOGL ALPHABET INC. 3.2%
Value ($000) $10,065 Shares 9,632 Est. Cost $45.62 Unrealized +17.6%
AMZN AMAZON COM INC 3.1%
Value ($000) $9,945 Shares 6,621 Est. Cost $66.08 Unrealized +25.8%
CVS CVS HEALTH CORPORATION 2.7%
Value ($000) $8,749 Shares 133,533 Est. Cost $57.88 Unrealized +2.6%
C CITIGROUP INC 2.4%
Value ($000) $7,579 Shares 145,574 Est. Cost $44.41 Unrealized +11.2%
JPM JPMORGAN CHASE & CO. 2.3%
Value ($000) $7,441 Shares 76,224 Est. Cost $49.40 Unrealized +77.2%
T AT&T INC 2.1%
Value ($000) $6,640 Shares 232,642 Est. Cost $12.97 Unrealized +8.1%
BAC BANK OF AMERICA CORPORATION 2.0%
Value ($000) $6,363 Shares 258,242 Est. Cost $14.21 Unrealized +60.4%
CI CIGNA CORP 1.9%
Value ($000) $6,159 Shares 32,431 Est. Cost $190.77 Unrealized 0.0%
TGT TARGET CORP 1.8%
Value ($000) $5,895 Shares 89,194 Est. Cost $54.51 Unrealized +16.1%
V VISA INC 1.7%
Value ($000) $5,419 Shares 41,070 Est. Cost $96.40 Unrealized +36.3%
CCI CROWN CASTLE INTERNATIONAL COR 1.7%
Value ($000) $5,375 Shares 49,478 Est. Cost $81.17 Unrealized -0.2%
IBM INTERNATIONAL BUS MACH CORP 1.6%
Value ($000) $5,124 Shares 45,081 Est. Cost $103.60 Unrealized -15.1%
CCL CARNIVAL CORP 1.6%
Value ($000) $5,095 Shares 103,342 Est. Cost $60.39 Unrealized -10.4%
DGX QUEST DIAGNOSTICS INC 1.6%
Value ($000) $5,052 Shares 60,675 Est. Cost $90.15 Unrealized -9.9%
GOOG ALPHABET INC 1.5%
Value ($000) $4,870 Shares 4,703 Est. Cost $35.89 Unrealized +48.0%
D DOMINION RESOURCES INC/VA 1.5%
Value ($000) $4,665 Shares 65,279 Est. Cost $53.23 Unrealized 0.0%
CAG CONAGRA FOODS, INC 1.4%
Value ($000) $4,440 Shares 207,867 Est. Cost $26.74 Unrealized -9.0%
AMAT APPLIED MATERIALS INC 1.4%
Value ($000) $4,318 Shares 131,894 Est. Cost $46.31 Unrealized -31.5%
KELLOGG COMPANY 1.3%
Value ($000) $4,175 Shares 73,226 Est. Cost $45.97 Unrealized +0.9%
META FACEBOOK INC 1.3%
Value ($000) $4,162 Shares 31,750 Est. Cost $129.92 Unrealized +10.7%
CRM SALESFORCE.COM INC 1.2%
Value ($000) $3,816 Shares 27,859 Est. Cost $135.90 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 1.1%
Value ($000) $3,564 Shares 86,990 Est. Cost $37.72 Unrealized 0.0%
EXC EXELON CORP 1.0%
Value ($000) $3,332 Shares 73,889 Est. Cost $15.30 Unrealized +62.9%
VIACOM INC CLASS B 1.0%
Value ($000) $3,306 Shares 128,656 Est. Cost $33.51 Unrealized
ALLY ALLY FINANCIAL INC 1.0%
Value ($000) $3,274 Shares 144,462 Est. Cost $16.88 Unrealized +18.4%
TPR TAPESTRY 1.0%
Value ($000) $3,252 Shares 96,351 Est. Cost $39.03 Unrealized -15.2%
PIONEER NATURAL RESOURCES 1.0%
Value ($000) $3,239 Shares 24,628 Est. Cost $174.17 Unrealized
UPS UNITED PARCEL SERVICE CL B 1.0%
Value ($000) $3,227 Shares 33,088 Est. Cost $87.32 Unrealized -6.0%
AIZ ASSURANT INC 1.0%
Value ($000) $3,129 Shares 34,979 Est. Cost $84.54 Unrealized +1.3%
MO ALTRIA GROUP INC 0.9%
Value ($000) $3,007 Shares 60,880 Est. Cost $33.13 Unrealized 0.0%
CAT CATERPILLAR INC 0.9%
Value ($000) $2,984 Shares 23,487 Est. Cost $111.50 Unrealized 0.0%
NOBLE ENERGY INC 0.9%
Value ($000) $2,931 Shares 156,258 Est. Cost $26.46 Unrealized
LAM RESEARCH CORP 0.9%
Value ($000) $2,925 Shares 21,482 Est. Cost $139.48 Unrealized
BA BOEING CO 0.9%
Value ($000) $2,899 Shares 8,988 Est. Cost $334.97 Unrealized 0.0%
GM GENERAL MOTORS CORP COM 0.9%
Value ($000) $2,839 Shares 84,886 Est. Cost $36.57 Unrealized -14.3%
ALB ALBEMARLE CORP 0.9%
Value ($000) $2,804 Shares 36,377 Est. Cost $95.91 Unrealized -10.9%
RCL ROYAL CARIBBEAN CRUISE 0.9%
Value ($000) $2,763 Shares 28,258 Est. Cost $103.40 Unrealized 0.0%
ARCONIC INC 0.8%
Value ($000) $2,565 Shares 152,115 Est. Cost $25.86 Unrealized
ALL ALLSTATE CORP 0.8%
Value ($000) $2,559 Shares 30,968 Est. Cost $41.78 Unrealized +81.7%
MPC MARATHON PETROLEUM CORPORATION 0.8%
Value ($000) $2,543 Shares 43,093 Est. Cost $54.25 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.8%
Value ($000) $2,427 Shares 76,493 Est. Cost $34.73 Unrealized +6.5%
FLR FLUOR CORP 0.7%
Value ($000) $2,375 Shares 73,743 Est. Cost $41.25 Unrealized 0.0%
SUNTRUST BANKS INC 0.7%
Value ($000) $2,279 Shares 45,189 Est. Cost $40.20 Unrealized
DXC DXC Technology 0.7%
Value ($000) $2,254 Shares 42,401 Est. Cost $66.27 Unrealized 0.0%
TSN TYSON FOODS INC CL A 0.7%
Value ($000) $2,253 Shares 42,192 Est. Cost $48.34 Unrealized -0.7%
WFC WELLS FARGO & COMPANY 0.7%
Value ($000) $2,253 Shares 48,901 Est. Cost $34.42 Unrealized +22.1%
BFH ALLIANCE DATA SYSTEMS CORP 0.7%
Value ($000) $2,231 Shares 14,868 Est. Cost $161.71 Unrealized -14.5%
GENERAL ELECTRIC CO 0.7%
Value ($000) $2,190 Shares 289,309 Est. Cost $21.54 Unrealized
CFG CITIZENS FINANCIAL GROUP 0.7%
Value ($000) $2,156 Shares 72,522 Est. Cost $20.01 Unrealized +28.4%
VFC VF CORPORATION 0.7%
Value ($000) $2,092 Shares 29,320 Est. Cost $76.50 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.6%
Value ($000) $1,944 Shares 29,010 Est. Cost $65.26 Unrealized 0.0%
LNG CHENIERE ENERGY 0.6%
Value ($000) $1,916 Shares 32,378 Est. Cost $61.54 Unrealized 0.0%
AAL AMERICAN AIRLINES GROUP 0.6%
Value ($000) $1,912 Shares 59,546 Est. Cost $34.21 Unrealized 0.0%
DIS WALT DISNEY CO 0.6%
Value ($000) $1,900 Shares 17,326 Est. Cost $97.17 Unrealized +12.3%
PWR QUANTA SERVICES INC 0.6%
Value ($000) $1,884 Shares 62,603 Est. Cost $32.91 Unrealized -3.6%
AMG AFFILIATED MNGRS GRP COM 0.6%
Value ($000) $1,801 Shares 18,480 Est. Cost $194.15 Unrealized -43.0%
STT STATE STREET CORPORATION 0.6%
Value ($000) $1,794 Shares 28,444 Est. Cost $69.79 Unrealized -18.6%
WY WEYERHAEUSER CO COM 0.5%
Value ($000) $1,742 Shares 79,699 Est. Cost $25.91 Unrealized -22.4%
APTIV PLC 0.5%
Value ($000) $1,734 Shares 28,171 Est. Cost $77.75 Unrealized
MYLAN INC 0.5%
Value ($000) $1,733 Shares 63,250 Est. Cost $36.21 Unrealized
STERICYCLE INC 0.5%
Value ($000) $1,699 Shares 46,311 Est. Cost $58.68 Unrealized
APACHE CORP 0.5%
Value ($000) $1,694 Shares 64,536 Est. Cost $35.94 Unrealized
LYB LYONDELL BASELL INDUSTRY 0.5%
Value ($000) $1,687 Shares 20,282 Est. Cost $57.98 Unrealized 0.0%
JUNIPER NETWORKS INC COM 0.5%
Value ($000) $1,640 Shares 60,930 Est. Cost $26.92 Unrealized
APD AIR PRODS & CHEMS INC 0.5%
Value ($000) $1,591 Shares 9,938 Est. Cost $133.20 Unrealized 0.0%
AES AES CORP COM 0.5%
Value ($000) $1,587 Shares 109,783 Est. Cost $8.25 Unrealized +41.2%
PCAR PACCAR INC 0.5%
Value ($000) $1,566 Shares 27,410 Est. Cost $34.11 Unrealized -12.2%
BKR BAKER HUGHES A GE 0.5%
Value ($000) $1,531 Shares 71,226 Est. Cost $26.94 Unrealized -22.9%
HAL HALLIBURTON CO 0.5%
Value ($000) $1,495 Shares 56,253 Est. Cost $40.65 Unrealized -28.3%
COTY COTY INC 0.5%
Value ($000) $1,490 Shares 227,088 Est. Cost $15.02 Unrealized -42.5%
FDX FEDEX CORP 0.5%
Value ($000) $1,456 Shares 9,025 Est. Cost $214.36 Unrealized -13.3%
ZBH ZIMMER BIOMET HOLDINGS INC 0.4%
Value ($000) $1,431 Shares 13,793 Est. Cost $106.08 Unrealized 0.0%
PM PHILIP MORRIS INTERNATIONAL IN 0.4%
Value ($000) $1,391 Shares 20,841 Est. Cost $56.12 Unrealized +2.1%
AVY AVERY DENNISON CORP COM 0.4%
Value ($000) $1,326 Shares 14,757 Est. Cost $92.28 Unrealized -10.1%
EQT EQT CORPORATION 0.4%
Value ($000) $1,318 Shares 69,787 Est. Cost $27.98 Unrealized -32.9%
CE CELANESE CORPORATION 0.4%
Value ($000) $1,260 Shares 14,008 Est. Cost $85.53 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE 0.4%
Value ($000) $1,255 Shares 29,607 Est. Cost $56.85 Unrealized -14.8%
WHR WHIRLPOOL CORP 0.4%
Value ($000) $1,188 Shares 11,112 Est. Cost $175.05 Unrealized -35.2%
STZ CONSTELLATION BRANDS INC-A 0.4%
Value ($000) $1,172 Shares 7,289 Est. Cost $176.90 Unrealized 0.0%
CBS CORPORATION 0.4%
Value ($000) $1,154 Shares 26,387 Est. Cost $43.73 Unrealized
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $1,121 Shares 19,937 Est. Cost $30.30 Unrealized +27.4%
SPY SPDR S&P 500 0.3%
Value ($000) $1,108 Shares 4,432 Est. Cost $250.00 Unrealized
SYF SYNCHRONY FINANCIAL 0.3%
Value ($000) $1,075 Shares 45,843 Est. Cost $26.46 Unrealized -14.5%
NOK NOKIA CORP 0.3%
Value ($000) $1,058 Shares 181,847 Est. Cost $5.68 Unrealized
URI UNITED RENTALS INC 0.3%
Value ($000) $1,046 Shares 10,205 Est. Cost $116.64 Unrealized 0.0%
HIG HARTFORD FINANCIAL SERVICES GR 0.3%
Value ($000) $1,015 Shares 22,841 Est. Cost $32.64 Unrealized +17.5%
RF REGIONS FINL CORP 0.3%
Value ($000) $979 Shares 73,197 Est. Cost $6.49 Unrealized +84.9%
QCOM QUALCOMM INC 0.3%
Value ($000) $964 Shares 16,938 Est. Cost $51.60 Unrealized -1.4%
NIELSEN HLDGS PLC 0.3%
Value ($000) $964 Shares 41,322 Est. Cost $37.24 Unrealized
HUM HUMANA INC 0.3%
Value ($000) $915 Shares 3,194 Est. Cost $297.93 Unrealized 0.0%
PVH PVH CORP 0.3%
Value ($000) $906 Shares 9,748 Est. Cost $145.28 Unrealized -22.1%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $860 Shares 4,560 Est. Cost $153.22 Unrealized +24.6%
DLR DIGITAL REALTY TRUST 0.3%
Value ($000) $828 Shares 7,771 Est. Cost $92.56 Unrealized -6.9%
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $827 Shares 19,092 Est. Cost $29.79 Unrealized +23.9%
AVGO BROADCOM INC 0.2%
Value ($000) $769 Shares 3,026 Est. Cost $18.88 Unrealized +2.7%
MS MORGAN STANLEY 0.2%
Value ($000) $697 Shares 17,574 Est. Cost $38.94 Unrealized -10.1%
KEY KEYCORP 0.2%
Value ($000) $694 Shares 46,964 Est. Cost $7.11 Unrealized +76.1%
RRC RANGE RESOURCES CORP 0.2%
Value ($000) $615 Shares 64,224 Est. Cost $17.86 Unrealized -14.9%
NORDSTROM INC 0.2%
Value ($000) $606 Shares 13,008 Est. Cost $46.59 Unrealized
NTR NUTRIEN 0.2%
Value ($000) $594 Shares 12,644 Est. Cost $40.88 Unrealized 0.0%
XEROX CORP COM 0.2%
Value ($000) $588 Shares 29,748 Est. Cost $24.00 Unrealized
DRI DARDEN RESTAURANTS 0.2%
Value ($000) $587 Shares 5,875 Est. Cost $87.79 Unrealized 0.0%
KANSAS CITY SOUTHERN 0.2%
Value ($000) $562 Shares 5,884 Est. Cost $95.51 Unrealized
AYI ACUITY BRANDS INC 0.2%
Value ($000) $539 Shares 4,693 Est. Cost $149.74 Unrealized -19.5%
DVN DEVON ENERGY CORP 0.2%
Value ($000) $533 Shares 23,663 Est. Cost $21.96 Unrealized 0.0%
KIM KIMCO REALTY CORP 0.2%
Value ($000) $519 Shares 35,429 Est. Cost $11.26 Unrealized -0.7%
TIFFANY & CO 0.1%
Value ($000) $469 Shares 5,820 Est. Cost $80.58 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $455 Shares 5,112 Est. Cost $70.72 Unrealized +12.7%
WMT WALMART INC 0.1%
Value ($000) $370 Shares 3,968 Est. Cost $28.34 Unrealized +1.5%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $333 Shares 7,143 Est. Cost $46.62 Unrealized
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $277 Shares 6,432 Est. Cost $40.13 Unrealized -8.7%
SIG SIGNET JEWELERS 0.1%
Value ($000) $270 Shares 8,514 Est. Cost $50.27 Unrealized -13.8%
ADBE ADOBE INC 0.1%
Value ($000) $253 Shares 1,120 Est. Cost $257.84 Unrealized -6.4%
MRK MERCK & CO INC 0.1%
Value ($000) $233 Shares 3,049 Est. Cost $50.65 Unrealized +11.6%
VECTREN CORP 0.1%
Value ($000) $217 Shares 3,009 Est. Cost $60.40 Unrealized
THERAPEUTICSMD INC 0.0%
Value ($000) $96 Shares 25,324 Est. Cost $4.90 Unrealized