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Eagle Ridge Investment Management’s Digital Realty Trust DLR Stock Holding History

Eagle Ridge Investment Management’s Portfolio DLR Stock Details DLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,469
Closed -$260K – 159
2021
Q4 		$260K Hold
1,469
– – 0.03% 137
2021
Q3 		$212K Hold
1,469
– – 0.02% 143
2021
Q2 		$221K Hold
1,469
– – 0.03% 133
2021
Q1 		$207K Hold
1,469
– – 0.03% 135
2020
Q4 		$205K Sell
1,469
-456
-24% -$65.2K 0.03% 133
2020
Q3 		$283K Buy
+1,925
New +$288K 0.04% 119

Other funds holding DLR

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Eagle Ridge Investment Management's DLR Position: Q1 2022 in Review

Eagle Ridge Investment Management sold out of Digital Realty Trust (DLR) in Q1 2022, closing a stake of 1,469 shares — an estimated $260K sold.

Eagle Ridge Investment Management first reported a position in DLR in Q3 2020 and held it in 6 quarters. The position peaked at $283K in Q3 2020. 1,028 funds tracked by Wall St. Rank hold DLR as of Q1 2022.

  • Eagle Ridge Investment Management reported no remaining Digital Realty Trust position as of Q1 2022 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 1,469 Digital Realty Trust shares in Q1 2022, an estimated $260K.
  • Eagle Ridge Investment Management first reported a position in Digital Realty Trust in Q3 2020 and held it in 6 quarters.
  • Eagle Ridge Investment Management's Digital Realty Trust position peaked at $283K in Q3 2020.
  • 1,028 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2022.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2022, filed 18 Apr 2022.