SEC 13F Intelligence

Eagle Ridge Investment Management / MA

Eagle Ridge Investment Management’s Mastercard Incorporated Position

Does Eagle Ridge Investment Management own Mastercard Incorporated (MA)? Yes32.9K shares worth $17M (+1.51% of its 13F portfolio) as of Q4 2024, down from 33.1K shares the prior filed quarter.

Position Value
$17M
Q4 2024
Shares
32.9K
% of Portfolio
+1.51%
Quarters Held
25
currently held

Position History MA

Reported value by quarter
Q4 ’18: $16MQ4 ’18Q1 ’19: $20MQ2 ’19: $16MQ3 ’19: $16MQ4 ’19: $18MQ4 ’19Q1 ’20: $13MQ2 ’20: $15MQ3 ’20: $17MQ4 ’20: $17MQ4 ’20Q1 ’21: $13MQ2 ’21: $13MQ3 ’21: $13MQ4 ’21: $12MQ4 ’21Q1 ’22: $12MQ2 ’22: $11MQ3 ’22: $10MQ4 ’22: $12MQ4 ’22Q1 ’23: $13MQ2 ’23: $14MQ3 ’23: $14MQ4 ’23: $15MQ4 ’23Q1 ’24: $16MQ2 ’24: $15MQ3 ’24: $16MQ4 ’24: $17MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202432.9K$17M+1.51%
Q3 202433.1K$16M+1.43%
Q2 202433.1K$15M+1.35%
Q1 202433.5K$16M+1.48%
Q4 202334.0K$15M+1.42%
Q3 202334.1K$14M+1.47%
Q2 202334.5K$14M+1.43%
Q1 202334.5K$13M+1.41%
Q4 202234.8K$12M+1.41%
Q3 202235.3K$10M+1.26%
Q2 202235.2K$11M+1.34%
Q1 202234.9K$12M+1.33%
Q4 202134.6K$12M+1.30%
Q3 202136.6K$13M+1.42%
Q2 202135.7K$13M+1.51%
Q1 202136.3K$13M+1.56%
Q4 202048.0K$17M+2.17%
Q3 202049.4K$17M+2.34%
Q2 202049.7K$15M+2.22%
Q1 202054.0K$13M+2.26%
Q4 201959.2K$18M+2.37%
Q3 201958.9K$16M+2.32%
Q2 201961.9K$16M+2.38%
Q1 201984.2K$20M+2.91%
Q4 201884.0K$16M+2.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Eagle Ridge Investment Management’s full portfolio or all institutional holders of MA.