ERIM
BCR

Eagle Ridge Investment Management’s CR Bard Inc. BCR Stock Holding History

Eagle Ridge Investment Management’s Portfolio BCR Stock Details BCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-24,731
Closed -$7.82M – 177
2017
Q2 		$7.82M Sell
24,731
-629
-2% -$187K 1.49% 25
2017
Q1 		$6.3M Buy
25,360
+649
+3% +$156K 1.23% 36
2016
Q4 		$5.55M Sell
24,711
-118
-0.5% -$25.6K 1.15% 43
2016
Q3 		$5.57M Sell
24,829
-433
-2% -$97.5K 1.24% 37
2016
Q2 		$5.94M Sell
25,262
-383
-1% -$83.2K 1.36% 27
2016
Q1 		$5.2M Sell
25,645
-24
-0.1% -$4.53K 1.22% 34
2015
Q4 		$4.86M Sell
25,669
-1,350
-5% -$253K 1.17% 39
2015
Q3 		$5.03M Sell
27,019
-43
-0.2% -$8.14K 1.3% 33
2015
Q2 		$4.62M Buy
27,062
+199
+0.7% +$34K 2.08% 28
2015
Q1 		$4.5M Buy
26,863
+120
+0.4% +$20.6K 2.04% 26
2014
Q4 		$4.46M Sell
26,743
-97
-0.4% -$15.7K 2.04% 28
2014
Q3 		$3.83M Sell
26,840
-855
-3% -$126K 1.84% 32
2014
Q2 		$3.96M Buy
27,695
+123
+0.4% +$17.6K 1.85% 32
2014
Q1 		$4.08M Sell
27,572
-310
-1% -$42.9K 1.98% 31
2013
Q4 		$3.73M Sell
27,882
-903
-3% -$119K 1.87% 32
2013
Q3 		$3.32M Sell
28,785
-399
-1% -$45.8K 1.83% 31
2013
Q2 		$3.17M Buy
+29,184
New +$3.04M 1.84% 28

Other funds holding BCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Eagle Ridge Investment Management's BCR Position: Q3 2017 in Review

Eagle Ridge Investment Management sold out of CR Bard Inc. (BCR) in Q3 2017, closing a stake of 24,731 shares — an estimated $7.82M sold.

Eagle Ridge Investment Management first reported a position in BCR in Q2 2013 and held it in 17 quarters. The position peaked at $7.82M in Q2 2017. 630 funds tracked by Wall St. Rank hold BCR as of Q3 2017.

  • Eagle Ridge Investment Management reported no remaining CR Bard Inc. position as of Q3 2017 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 24,731 CR Bard Inc. shares in Q3 2017, an estimated $7.82M.
  • Eagle Ridge Investment Management first reported a position in CR Bard Inc. in Q2 2013 and held it in 17 quarters.
  • Eagle Ridge Investment Management's CR Bard Inc. position peaked at $7.82M in Q2 2017.
  • 630 funds tracked by Wall St. Rank held CR Bard Inc. as of Q3 2017.

Based on Eagle Ridge Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.