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Eagle Ridge Investment Management’s DuPont de Nemours DD Stock Holding History

Eagle Ridge Investment Management’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$297K Hold
3,105
– – 0.03% 121
2024
Q3 		$347K Buy
3,105
+29
+0.9% +$2.95K 0.03% 114
2024
Q2 		$311K Hold
3,076
– – 0.03% 118
2024
Q1 		$296K Buy
3,076
+71
+2% +$6.32K 0.03% 126
2023
Q4 		$290K Hold
3,005
– – 0.03% 127
2023
Q3 		$281K Sell
3,005
-340
-10% -$31.9K 0.03% 128
2023
Q2 		$300K Buy
3,345
+340
+11% +$29.2K 0.03% 128
2023
Q1 		$271K Hold
3,005
– – 0.03% 133
2022
Q4 		$259K Buy
+3,005
New +$240K 0.03% 138
2022
Q3 		– Sell
-3,635
Closed -$254K – 150
2022
Q2 		$254K Buy
3,635
+495
+16% +$40.5K 0.03% 130
2022
Q1 		$290K Buy
+3,140
New +$306K 0.03% 136
2019
Q3 		– Sell
-4,802
Closed -$452K – 155
2019
Q2 		$452K Sell
4,802
-2,407
-33% -$287K 0.07% 106
2019
Q1 		$973K Sell
7,209
-101
-1% -$14K 0.14% 77
2018
Q4 		$990K Sell
7,310
-699
-9% -$100K 0.17% 72
2018
Q3 		$1.3M Sell
8,009
-925
-10% -$159K 0.19% 72
2018
Q2 		$1.49M Sell
8,934
-251
-3% -$42K 0.22% 69
2018
Q1 		$1.48M Sell
9,185
-328
-3% -$59.3K 0.23% 71
2017
Q4 		$1.72M Sell
9,513
-85
-0.9% -$15.3K 0.27% 69
2017
Q3 		$1.68M Buy
+9,598
New +$1.6M 0.28% 70

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eagle Ridge Investment Management's DD Position: Q4 2024 in Review

Eagle Ridge Investment Management held its DuPont de Nemours (DD) position steady in Q4 2024 at 3,105 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #121.

Eagle Ridge Investment Management first reported a position in DD in Q3 2017 and has held it in 19 quarters since. The position peaked at $1.72M in Q4 2017. 1,414 funds tracked by Wall St. Rank hold DD as of Q4 2024.

  • Eagle Ridge Investment Management held 3,105 shares of DuPont de Nemours worth $297K as of Q4 2024.
  • Eagle Ridge Investment Management left its DuPont de Nemours share count unchanged in Q4 2024.
  • DuPont de Nemours made up 0.03% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #121 holding.
  • Eagle Ridge Investment Management first reported a position in DuPont de Nemours in Q3 2017 and has held it in 19 quarters since.
  • Eagle Ridge Investment Management's DuPont de Nemours position peaked at $1.72M in Q4 2017.
  • 1,414 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.