ERIM
AVY icon

Eagle Ridge Investment Management’s Avery Dennison AVY Stock Holding History

Eagle Ridge Investment Management’s Portfolio AVY Stock Details AVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-4,275
Closed -$435K – 124
2020
Q1 		$435K Hold
4,275
– – 0.08% 87
2019
Q4 		$559K Hold
4,275
– – 0.08% 94
2019
Q3 		$486K Hold
4,275
– – 0.07% 101
2019
Q2 		$495K Hold
4,275
– – 0.07% 100
2019
Q1 		$483K Hold
4,275
– – 0.07% 103
2018
Q4 		$384K Sell
4,275
-1,360
-24% -$128K 0.07% 112
2018
Q3 		$611K Sell
5,635
-925
-14% -$99.5K 0.09% 97
2018
Q2 		$670K Hold
6,560
– – 0.1% 94
2018
Q1 		$697K Hold
6,560
– – 0.11% 93
2017
Q4 		$753K Hold
6,560
– – 0.12% 93
2017
Q3 		$645K Buy
+6,560
New +$617K 0.11% 99

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