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Eagle Ridge Investment Management’s Vodafone VOD Stock Holding History

Eagle Ridge Investment Management’s Portfolio VOD Stock Details VOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-8,281
Closed -$201K – 179
2018
Q2 		$201K Hold
8,281
– – 0.03% 166
2018
Q1 		$230K Sell
8,281
-54
-0.6% -$1.61K 0.04% 162
2017
Q4 		$266K Buy
+8,335
New +$250K 0.04% 151

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Eagle Ridge Investment Management's VOD Position: Q3 2018 in Review

Eagle Ridge Investment Management sold out of Vodafone (VOD) in Q3 2018, closing a stake of 8,281 shares — an estimated $201K sold.

Eagle Ridge Investment Management first reported a position in VOD in Q4 2017 and held it in 3 quarters. The position peaked at $266K in Q4 2017. 662 funds tracked by Wall St. Rank hold VOD as of Q3 2018.

  • Eagle Ridge Investment Management reported no remaining Vodafone position as of Q3 2018 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 8,281 Vodafone shares in Q3 2018, an estimated $201K.
  • Eagle Ridge Investment Management first reported a position in Vodafone in Q4 2017 and held it in 3 quarters.
  • Eagle Ridge Investment Management's Vodafone position peaked at $266K in Q4 2017.
  • 662 funds tracked by Wall St. Rank held Vodafone as of Q3 2018.

Based on Eagle Ridge Investment Management's 13F filing for Q3 2018, filed 9 Nov 2018.