Eagle Ridge Investment Management Closed Holding Positions

Eagle Ridge Investment Management

  • $1.13 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Sun Hydraulics Corp
Q4 2018 Filed on Feb 07, 2019
5,370
N/A
ANIK
Anika Therapeutics, Inc.

Healthcare
Q4 2018 Filed on Feb 07, 2019
4,740
$30.16 - $43.0 $143K - $204K
IBM
International Business Machines Corp

Technology
Q4 2018 Filed on Feb 07, 2019
1,596
$102.84 - $146.99 $164K - $235K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
1,568
$131.89 - $163.74 $207K - $257K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
Q4 2018 Filed on Feb 07, 2019
6,370
N/A
MAR
Marriott International Inc

Consumer Cyclical
Q4 2018 Filed on Feb 07, 2019
1,616
$100.99 - $128.35 $163K - $207K
GLOP
Gas Log Partners LP

Energy
Q4 2018 Filed on Feb 07, 2019
8,000
$18.67 - $25.45 $149K - $204K
VOD
Vodafone Group Public LTD CO

Communication Services
Q3 2018 Filed on Nov 09, 2018
8,281
$21.25 - $25.32 $176K - $210K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q3 2018 Filed on Nov 09, 2018
9,717
N/A
General Electric CO
Q3 2018 Filed on Nov 09, 2018
14,033
N/A
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q3 2018 Filed on Nov 09, 2018
4,654
$46.38 - $47.08 $216K - $219K
Blackstone Group L P
Q2 2018 Filed on Jul 26, 2018
7,013
N/A
ABB
Abb LTD

Industrials
Q2 2018 Filed on Jul 26, 2018
143,625
$21.45 - $24.56 $3.08M - $3.53M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
Q2 2018 Filed on Jul 26, 2018
4,218
N/A
LBTYK
Liberty Global PLC

Communication Services
Q2 2018 Filed on Jul 26, 2018
6,600
$26.61 - $32.05 $176K - $212K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q2 2018 Filed on Jul 26, 2018
3,867
$127.56 - $132.19 $493K - $511K
Broadcom LTD
Q2 2018 Filed on Jul 26, 2018
30,472
N/A
AMT
American Tower Corp

Real Estate
Q2 2018 Filed on Jul 26, 2018
1,445
$135.1 - $144.26 $195K - $208K
HHC
Howard Hughes Corp

Real Estate
Q2 2018 Filed on Jul 26, 2018
1,500
$125.66 - $139.79 $188K - $210K
Cimarex Energy CO
Q1 2018 Filed on Apr 25, 2018
1,670
N/A
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q1 2018 Filed on Apr 25, 2018
86,791
$41.44 - $55.95 $3.6M - $4.86M
Cbs Corp New
Q1 2018 Filed on Apr 25, 2018
132,970
N/A
BOH
Bank Of Hawaii Corp

Financial Services
Q1 2018 Filed on Apr 25, 2018
2,930
$80.13 - $88.62 $235K - $260K
SPG
Simon Property Group Inc

Real Estate
Q1 2018 Filed on Apr 25, 2018
2,195
$150.46 - $172.42 $330K - $378K
UHAL
Amerco

Industrials
Q1 2018 Filed on Apr 25, 2018
594
$328.46 - $384.0 $195K - $228K
ALK
Alaska Air Group, Inc.

Industrials
Q4 2017 Filed on Jan 26, 2018
2,627
$61.68 - $81.52 $162K - $214K
Hcp Inc
Q4 2017 Filed on Jan 26, 2018
8,845
N/A
Apache Corp
Q4 2017 Filed on Jan 26, 2018
4,634
N/A
OMC
Omnicom Group Inc.

Communication Services
Q4 2017 Filed on Jan 26, 2018
2,710
$65.52 - $76.37 $178K - $207K
SJM
J M Smucker CO

Consumer Defensive
Q4 2017 Filed on Jan 26, 2018
1,963
$99.99 - $125.27 $196K - $246K
Neovasc Inc
Q4 2017 Filed on Jan 26, 2018
10,000
N/A
CNP
Centerpoint Energy Inc

Utilities
Q4 2017 Filed on Jan 26, 2018
6,878
$27.77 - $30.01 $191K - $206K
WDC
Western Digital Corp

Technology
Q4 2017 Filed on Jan 26, 2018
2,539
$77.11 - $92.91 $196K - $236K
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