Eagle Ridge Investment Management Sells in Q3 2024

Eagle Ridge Investment Management

  • $1.14 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
-106K
- 94.18%
$107.93 - $120.23 $11.5M - $12.8M
6.56K $770K
MSFT
Microsoft Corp

Technology
-266
- 0.22%
$395.15 - $467.56 $105K - $124K
123K $52.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3.09K
- 77.83%
$283.28 - $314.39 $876K - $972K
881 $276K
ROP
Roper Technologies Inc

Industrials
-1.03K
- 13.26%
$515.25 - $576.55 $533K - $596K
6.76K $3.76M
GOOG
Alphabet Inc.

Communication Services
-432
- 1.86%
$149.54 - $192.66 $64.6K - $83.2K
22.8K $3.81M
MRK
Merck & Co., Inc.

Healthcare
-750
- 8.28%
$111.15 - $128.97 $83.4K - $96.7K
8.3K $942K
NVMI
Nova Ltd.

Technology
-166
- 5.3%
$172.87 - $244.49 $28.7K - $40.6K
2.97K $617K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-682
- 9.04%
$91.42 - $91.82 $62.3K - $62.6K
6.87K $630K
BDX
Becton Dickinson & CO

Healthcare
-280
- 17.93%
$221.47 - $242.41 $62K - $67.9K
1.28K $309K
XLK
Technology Sector Spdr

ETFs
-106
- 3.15%
$197.34 - $237.68 $20.9K - $25.2K
3.26K $736K
XLY
Select Sector Spdr Consumer Di

ETFs
-301
- 10.19%
$170.05 - $200.86 $51.2K - $60.5K
2.65K $531K
PFE
Pfizer Inc

Healthcare
-617
- 4.75%
$27.7 - $31.39 $17.1K - $19.4K
12.4K $357K
XOM
Exxon Mobil Corp

Energy
-35
- 1.36%
$109.72 - $119.0 $3.84K - $4.17K
2.54K $298K
UNP
Union Pacific Corp

Industrials
-454
- 8.01%
$221.78 - $256.09 $101K - $116K
5.21K $1.28M
DOW
Dow Inc.

Basic Materials
-96
- 2.18%
$50.15 - $55.41 $4.81K - $5.32K
4.31K $235K
IVV
Ishares Core S&P 500 ETF

ETFs
-61
- 4.81%
$520.18 - $576.82 $31.7K - $35.2K
1.21K $696K
XLI
Industrial Sector Spdr

ETFs
-175
- 6.61%
$120.56 - $135.44 $21.1K - $23.7K
2.47K $334K
ANET
Arista Networks, Inc.

Technology
-77
- 5.3%
$311.42 - $388.21 $24K - $29.9K
1.38K $527K
CTVA
Corteva, Inc.

Basic Materials
-43
- 0.91%
$50.72 - $58.78 $2.18K - $2.53K
4.66K $273K
UFPT
Ufp Technologies Inc

Healthcare
-304
- 12.82%
$283.66 - $358.42 $86.2K - $109K
2.07K $654K
VTI
Vanguard Total Stock Market Et

ETFs
-20
- 0.89%
$255.18 - $283.2 $5.1K - $5.66K
2.22K $627K
MCD
Mcdonalds Corp

Consumer Cyclical
-371
- 10.45%
$245.82 - $304.51 $91.2K - $113K
3.18K $968K
CSL
Carlisle Companies Inc

Industrials
-623
- 7.79%
$376.5 - $449.34 $235K - $280K
7.38K $3.31M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-214
- 0.57%
$77.02 - $85.06 $16.5K - $18.2K
37.4K $3.17M
ECL
Ecolab Inc.

Basic Materials
-111
- 0.6%
$228.86 - $255.76 $25.4K - $28.4K
18.3K $4.66M
MMM
3 M CO

Industrials
-360
- 3.68%
$99.69 - $139.42 $35.9K - $50.2K
9.43K $1.29M
JPM
Jpmorgan Chase & CO

Financial Services
-33
- 0.05%
$194.9 - $224.8 $6.43K - $7.42K
69.2K $14.6M
HII
Huntington Ingalls Industries, Inc.

Industrials
-151
- 0.3%
$241.93 - $282.86 $36.5K - $42.7K
50.8K $13.4M
SRE
Sempra Energy

Utilities
-72
- 0.05%
$74.97 - $84.04 $5.4K - $6.05K
143K $12M
TSCO
Tractor Supply CO

Consumer Cyclical
-162
- 0.29%
$251.95 - $290.93 $40.8K - $47.1K
56.6K $16.5M
MA
Mastercard Inc

Financial Services
-8
- 0.02%
$429.6 - $500.99 $3.44K - $4.01K
33.1K $16.3M
ABBV
Abb Vie Inc.

Healthcare
-52
- 0.08%
$163.84 - $199.33 $8.52K - $10.4K
69.3K $13.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-309
- 0.79%
$405.19 - $478.57 $125K - $148K
38.8K $17.9M
RTX
Raytheon Technologies Corp

Industrials
-30
- 0.03%
$99.55 - $123.34 $2.99K - $3.7K
119K $14.5M
HD
Home Depot, Inc.

Consumer Cyclical
-68
- 0.15%
$333.64 - $405.2 $22.7K - $27.6K
45K $18.2M
META
Meta Platforms, Inc.

Communication Services
-1.03K
- 1.26%
$453.41 - $572.44 $467K - $590K
80.7K $46.2M
Activity Summary
Buys All Purchases 72 New Holdings 11 Increased Positions 61 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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