Symmetric Rankings
Have Been Featured In

About Marc D. Portlock of STONERIDGE

Marc D. Portlock is Chief Compliance Officer at Stoneridge Investment Partners Llc and has been affiliated with Stoneridge Investment Partners Llc since May-2014.

Stoneridge Investment Partners Llc is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 14 employees, of which 8 perform investment advisory functions. The managers's latest filing has disclosed 670MM in positions, which represents 54% of the manager's regulatory AUM.

For more on Stoneridge Investment Partners Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: -2%/yr

Co-workers of Marc D. Portlock at STONERIDGE

Name Title In Position Since
Philip H. Brown President October-1999
Joseph E. Stocke Chief Investment Officer October-1999
Steven L. Sanders Chief Executive Officer May-2009
Donald R. Caldwell Elected Manager May-2009
Bennett P. Lomax Elected Manager May-2009
Osagie O. Imasogie Elected Manager May-2009
Wayne O. Leevy Evp/Coo And Cfo December-2013

STONERIDGE Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.2105% Tech 23.73% 11.11% 0.37% 0 45%
CVS 2.66385% Cons. Staples -7.22% -4.09% -0.08% 0 27%
Unlock Positions and Returns Details

Marc D. Portlock Office Address

MALVERN, Pennsylvania

Marc D. Portlock Contact Information

Phone Number: 610-647-5287
Fax Number: 610-647-5973



The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here