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Eagle Ridge Investment Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Eagle Ridge Investment Management’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-8,859
Closed -$353K – 136
2020
Q3 		$353K Buy
+8,859
New +$352K 0.05% 105

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Eagle Ridge Investment Management's DGRO Position: Q4 2020 in Review

Eagle Ridge Investment Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2020, closing a stake of 8,859 shares — an estimated $353K sold.

Eagle Ridge Investment Management first reported a position in DGRO in Q3 2020 and held it in 1 quarter. The position peaked at $353K in Q3 2020. 583 funds tracked by Wall St. Rank hold DGRO as of Q4 2020.

  • Eagle Ridge Investment Management reported no remaining iShares Core Dividend Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 8,859 iShares Core Dividend Growth ETF shares in Q4 2020, an estimated $353K.
  • Eagle Ridge Investment Management first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and held it in 1 quarter.
  • Eagle Ridge Investment Management's iShares Core Dividend Growth ETF position peaked at $353K in Q3 2020.
  • 583 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2020.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2020, filed 29 Jan 2021.