ERIM
STJ

Eagle Ridge Investment Management’s St Jude Medical STJ Stock Holding History

Eagle Ridge Investment Management’s Portfolio STJ Stock Details STJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-71,451
Closed -$5.73M – 149
2016
Q4 		$5.73M Sell
71,451
-130
-0.2% -$10.3K 1.19% 38
2016
Q3 		$5.71M Sell
71,581
-1,292
-2% -$104K 1.27% 33
2016
Q2 		$5.68M Sell
72,873
-3,388
-4% -$242K 1.3% 32
2016
Q1 		$4.19M Sell
76,261
-49
-0.1% -$2.67K 0.98% 55
2015
Q4 		$4.71M Sell
76,310
-8,057
-10% -$508K 1.13% 42
2015
Q3 		$5.32M Buy
84,367
+935
+1% +$66.7K 1.37% 30
2015
Q2 		$6.1M Sell
83,432
-3,068
-4% -$222K 2.75% 14
2015
Q1 		$5.66M Buy
86,500
+544
+0.6% +$36.2K 2.57% 18
2014
Q4 		$5.59M Buy
85,956
+62,893
+273% +$4.05M 2.56% 19
2014
Q3 		$1.39M Sell
23,063
-732
-3% -$47.8K 0.67% 35
2014
Q2 		$1.65M Sell
23,795
-8,800
-27% -$570K 0.77% 34
2014
Q1 		$2.13M Sell
32,595
-3,000
-8% -$195K 1.04% 34
2013
Q4 		$2.21M Sell
35,595
-2,700
-7% -$156K 1.11% 34
2013
Q3 		$2.05M Sell
38,295
-1,214
-3% -$62.5K 1.14% 34
2013
Q2 		$1.8M Buy
+39,509
New +$1.71M 1.04% 35

Other funds holding STJ

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Eagle Ridge Investment Management's STJ Position: Q1 2017 in Review

Eagle Ridge Investment Management sold out of St Jude Medical (STJ) in Q1 2017, closing a stake of 71,451 shares — an estimated $5.73M sold.

Eagle Ridge Investment Management first reported a position in STJ in Q2 2013 and held it in 15 quarters. The position peaked at $6.1M in Q2 2015. 4 funds tracked by Wall St. Rank hold STJ as of Q1 2017.

  • Eagle Ridge Investment Management reported no remaining St Jude Medical position as of Q1 2017 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 71,451 St Jude Medical shares in Q1 2017, an estimated $5.73M.
  • Eagle Ridge Investment Management first reported a position in St Jude Medical in Q2 2013 and held it in 15 quarters.
  • Eagle Ridge Investment Management's St Jude Medical position peaked at $6.1M in Q2 2015.
  • 4 funds tracked by Wall St. Rank held St Jude Medical as of Q1 2017.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2017, filed 2 May 2017.