SEC 13F Intelligence

Eagle Ridge Investment Management / V

Eagle Ridge Investment Management’s Visa Inc Position

Does Eagle Ridge Investment Management own Visa Inc (V)? Yes72.9K shares worth $23M (+2.01% of its 13F portfolio) as of Q4 2024, down from 74.6K shares the prior filed quarter.

Position Value
$23M
Q4 2024
Shares
72.9K
% of Portfolio
+2.01%
Quarters Held
25
currently held

Position History V

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $14MQ2 ’19: $15MQ3 ’19: $14MQ4 ’19: $16MQ4 ’19Q1 ’20: $14MQ2 ’20: $15MQ3 ’20: $15MQ4 ’20: $17MQ4 ’20Q1 ’21: $16MQ2 ’21: $18MQ3 ’21: $17MQ4 ’21: $17MQ4 ’21Q1 ’22: $17MQ2 ’22: $15MQ3 ’22: $14MQ4 ’22: $16MQ4 ’22Q1 ’23: $17MQ2 ’23: $18MQ3 ’23: $18MQ4 ’23: $20MQ4 ’23Q1 ’24: $21MQ2 ’24: $20MQ3 ’24: $21MQ4 ’24: $23MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202472.9K$23M+2.01%
Q3 202474.6K$21M+1.80%
Q2 202474.3K$20M+1.81%
Q1 202474.5K$21M+1.91%
Q4 202375.1K$20M+1.92%
Q3 202376.5K$18M+1.92%
Q2 202377.7K$18M+1.94%
Q1 202375.6K$17M+1.92%
Q4 202277.1K$16M+1.87%
Q3 202277.6K$14M+1.73%
Q2 202278.4K$15M+1.86%
Q1 202278.3K$17M+1.85%
Q4 202177.9K$17M+1.77%
Q3 202176.6K$17M+1.90%
Q2 202176.2K$18M+2.07%
Q1 202176.4K$16M+1.96%
Q4 202076.7K$17M+2.12%
Q3 202076.5K$15M+2.14%
Q2 202077.3K$15M+2.26%
Q1 202084.5K$14M+2.37%
Q4 201985.3K$16M+2.15%
Q3 201982.7K$14M+2.06%
Q2 201985.4K$15M+2.15%
Q1 201986.9K$14M+1.99%
Q4 201887.8K$12M+1.97%

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 V.