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Disclosery

Eagle Ridge Investment Management: JCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Eagle Ridge Investment Management on JCI, newest first. How the timeline and the estimate are built.

Eagle Ridge Investment Management held 0 JCI shares at 2023-12-31 per its 13F-HR filed 2024-02-05.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -4,478 shares

    13F-HR 0001062993-24-001929 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-09-30
    13F 4,478 shares
    Change vs previous 13F -3,050 shares

    0.03% of the 13F portfolio, value $238,274.

    13F-HR 0001062993-23-019640 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-06-30
    13F 7,528 shares
    Change vs previous 13F +37 shares

    0.05% of the 13F portfolio, value $512,958.

    13F-HR 0001062993-23-014973 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-03-31
    13F 7,491 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $451,108.

    13F-HR 0001062993-23-009249 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).