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Eagle Ridge Investment Management’s Barings BDC BBDC Stock Holding History

Eagle Ridge Investment Management’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-19,980
Closed -$184K – 139
2020
Q4 		$184K Buy
+19,980
New +$170K 0.02% 134

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

Eagle Ridge Investment Management's BBDC Position: Q1 2021 in Review

Eagle Ridge Investment Management sold out of Barings BDC (BBDC) in Q1 2021, closing a stake of 19,980 shares — an estimated $184K sold.

Eagle Ridge Investment Management first reported a position in BBDC in Q4 2020 and held it in 1 quarter. The position peaked at $184K in Q4 2020. 107 funds tracked by Wall St. Rank hold BBDC as of Q1 2021.

  • Eagle Ridge Investment Management reported no remaining Barings BDC position as of Q1 2021 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 19,980 Barings BDC shares in Q1 2021, an estimated $184K.
  • Eagle Ridge Investment Management first reported a position in Barings BDC in Q4 2020 and held it in 1 quarter.
  • Eagle Ridge Investment Management's Barings BDC position peaked at $184K in Q4 2020.
  • 107 funds tracked by Wall St. Rank held Barings BDC as of Q1 2021.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2021, filed 19 Apr 2021.