Eagle Ridge Investment Management Sells in Q4 2024

Eagle Ridge Investment Management

  • $1.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-598
- 0.88%
$485.52 - $625.25 $290K - $374K
67.6K $34.2M
PSA
Public Storage

Real Estate
-751
- 0.97%
$289.33 - $360.21 $217K - $271K
76.6K $22.9M
ADBE
Adobe Inc.

Technology
-279
- 0.49%
$437.39 - $552.96 $122K - $154K
57K $25.3M
HII
Huntington Ingalls Industries, Inc.

Industrials
-34
- 0.07%
$184.96 - $264.65 $6.29K - $9K
50.7K $9.59M
VZ
Verizon Communications Inc

Communication Services
-2.5K
- 0.38%
$39.6 - $45.21 $98.9K - $113K
649K $25.9M
TD
Toronto Dominion Bank

Financial Services
-30K
- 20.62%
$51.56 - $63.8 $1.55M - $1.91M
115K $6.14M
DCI
Donaldson CO Inc

Industrials
-2.83K
- 0.82%
$67.28 - $78.27 $190K - $221K
341K $23M
HOLX
Hologic Inc

Healthcare
-1.46K
- 0.75%
$70.76 - $83.72 $103K - $122K
194K $14M
THO
Thor Industries Inc

Consumer Cyclical
-1.74K
- 1.59%
$94.35 - $115.54 $164K - $201K
108K $10.3M
SO
Southern CO

Utilities
-2.72K
- 1.47%
$81.5 - $94.15 $222K - $256K
182K $15M
MBB
Ishares Tr

ETFs
-6.1K
- 2.8%
$91.26 - $95.82 $556K - $584K
212K $19.4M
CB
Chubb LTD

Financial Services
-543
- 0.6%
$271.57 - $301.89 $147K - $164K
89.3K $24.7M
LNT
Alliant Energy Corp

Utilities
-5.26K
- 0.98%
$56.24 - $63.63 $296K - $335K
531K $31.4M
RELX
Relx PLC

Communication Services
-3.86K
- 1.22%
$44.45 - $48.63 $172K - $188K
313K $14.2M
HD
Home Depot, Inc.

Consumer Cyclical
-111
- 0.25%
$385.02 - $431.37 $42.7K - $47.9K
44.8K $17.4M
ROP
Roper Technologies Inc

Industrials
-914
- 13.51%
$519.85 - $575.95 $475K - $526K
5.85K $3.04M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.71K
- 2.1%
$49.79 - $51.14 $334K - $343K
313K $15.7M
SUB
Ishares Short Term National Mu

ETFs
-2.66K
- 1.53%
$104.94 - $106.2 $279K - $283K
171K $18M
SYK
Stryker Corp

Healthcare
-803
- 0.92%
$345.14 - $392.15 $277K - $315K
86.6K $31.2M
LOW
Lowes Companies Inc

Consumer Cyclical
-6
- 0.04%
$244.52 - $284.07 $1.47K - $1.7K
15.8K $3.9M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.25K
- 34.24%
$112.15 - $127.2 $252K - $286K
4.31K $521K
CL
Colgate Palmolive CO

Consumer Defensive
-8
- 0.05%
$90.22 - $102.31 $722 - $818
16.1K $1.47M
KO
Coca Cola CO

Consumer Defensive
-34
- 0.21%
$61.74 - $71.71 $2.1K - $2.44K
15.9K $990K
VTI
Vanguard Total Stock Market Et

ETFs
-347
- 15.65%
$280.04 - $302.45 $97.2K - $105K
1.87K $541K
NKE
Nike, Inc.

Consumer Cyclical
-19
- 0.51%
$73.36 - $89.13 $1.39K - $1.69K
3.7K $279K
XLY
Select Sector Spdr Consumer Di

ETFs
-423
- 15.94%
$194.8 - $239.43 $82.4K - $101K
2.23K $500K
AEP
American Electric Power CO Inc

Utilities
-12
- 0.5%
$90.91 - $102.21 $1.09K - $1.23K
2.37K $218K
CMF
Ishares California Muni Bond E

ETFs
-245
- 3.58%
$56.66 - $58.1 $13.9K - $14.2K
6.61K $378K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-47
- 0.75%
$176.42 - $186.91 $8.29K - $8.78K
6.23K $1.11M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-116
- 0.94%
$61.68 - $67.87 $7.15K - $7.87K
12.3K $764K
BX
Blackstone Inc.

Financial Services
-93
- 4.12%
$148.45 - $199.05 $13.8K - $18.5K
2.16K $373K
META
Meta Platforms, Inc.

Communication Services
-2.27K
- 2.81%
$554.08 - $632.68 $1.26M - $1.44M
78.4K $46.3M
KEYS
Keysight Technologies, Inc.

Technology
-1.27K
- 0.82%
$149.01 - $172.53 $189K - $219K
154K $24.7M
PAC
Pacific Airport Group

Industrials
-10
- 0.01%
$166.34 - $197.86 $1.66K - $1.98K
72.5K $12.7M
CSCO
Cisco Systems, Inc.

Technology
-115
- 0.83%
$52.45 - $60.02 $6.03K - $6.9K
13.7K $809K
WMT
Walmart Inc.

Consumer Defensive
-44
- 0.47%
$79.1 - $95.7 $3.48K - $4.21K
9.39K $848K
TSLA
Tesla, Inc.

Consumer Cyclical
-4
- 0.15%
$213.65 - $479.86 $855 - $1.92K
2.71K $1.1M
GOOG
Alphabet Inc.

Communication Services
-450
- 1.97%
$163.08 - $198.16 $73.4K - $89.2K
22.3K $4.25M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-571
- 1.62%
$1146.59 - $1270.6 $655K - $726K
34.7K $41.1M
AAPL
Apple Inc.

Technology
-965
- 1.91%
$221.69 - $259.02 $214K - $250K
49.5K $12.4M
BAC
Bank Of America Corp

Financial Services
-1.03K
- 0.46%
$39.22 - $47.77 $40.3K - $49.1K
223K $9.8M
MA
Mastercard Inc

Financial Services
-127
- 0.38%
$491.3 - $536.15 $62.4K - $68.1K
32.9K $17.3M
V
Visa Inc.

Financial Services
-1.74K
- 2.34%
$273.87 - $320.91 $478K - $560K
72.9K $23M
GOOGL
Alphabet Inc.

Communication Services
-1.36K
- 0.62%
$161.86 - $196.66 $220K - $267K
217K $41.1M
AVGO
Broadcom Inc.

Technology
-8.4K
- 2.53%
$159.67 - $250.0 $1.34M - $2.1M
324K $75.1M
Activity Summary
Buys All Purchases 40 New Holdings 9 Increased Positions 31 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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