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Eagle Ridge Investment Management’s S&P Global SPGI Stock Holding History

Eagle Ridge Investment Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,600
Closed -$202K – 147
2016
Q3 		$202K Buy
+1,600
New +$192K 0.04% 130

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Eagle Ridge Investment Management's SPGI Position: Q4 2016 in Review

Eagle Ridge Investment Management sold out of S&P Global (SPGI) in Q4 2016, closing a stake of 1,600 shares — an estimated $202K sold.

Eagle Ridge Investment Management first reported a position in SPGI in Q3 2016 and held it in 1 quarter. The position peaked at $202K in Q3 2016. 670 funds tracked by Wall St. Rank hold SPGI as of Q4 2016.

  • Eagle Ridge Investment Management reported no remaining S&P Global position as of Q4 2016 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 1,600 S&P Global shares in Q4 2016, an estimated $202K.
  • Eagle Ridge Investment Management first reported a position in S&P Global in Q3 2016 and held it in 1 quarter.
  • Eagle Ridge Investment Management's S&P Global position peaked at $202K in Q3 2016.
  • 670 funds tracked by Wall St. Rank held S&P Global as of Q4 2016.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2016, filed 20 Jan 2017.