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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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. 1,029 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.
1,029 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.