ERII β€” ENERGY RECOVERY INC

Ownership history in MARTIN CURRIE LTD  Β·  6 quarters on record

AI Ownership Summary

MARTIN CURRIE LTD reported ENERGY RECOVERY INC (ERII) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows ERII at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ERII ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARTIN CURRIE LTD's position in ENERGY RECOVERY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

ERII was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MARTIN CURRIE LTD held ERII β€” position size vs. price
% of Fund (quarterly)    ERII price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 17,012 -1,293 -7.1% 0.01% $270K 2025-05-13 $12.26
2024 Q4 ADDED 18,305 +6,394 +53.7% 0.01% $269K 2025-02-12 $14.90
2024 Q3 ADDED 11,911 +1,810 +17.9% 0.01% $219K 2024-11-12 $19.43
2024 Q2 REDUCED 10,101 -4,676 -31.6% 0.00% $134K 2024-08-14 $16.62
2024 Q1 ADDED 14,777 +129 +0.9% 0.01% $233K 2024-05-13 $13.86
2023 Q4 INITIATED 14,648 β€” β€” 0.01% $276K 2024-02-13 $15.17

FAQ About MARTIN CURRIE LTD and ERII

These are the practical questions this page is built to answer before you even open the full history table.

How long has MARTIN CURRIE LTD reported owning ERII?

MARTIN CURRIE LTD reported ERII across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported ERII position in MARTIN CURRIE LTD's portfolio?

The largest reported portfolio weight for ERII was 0.01% in 2025 Q1.

What is the latest reported ERII position on this page?

The most recent filing on this page is 2025 Q1, when MARTIN CURRIE LTD reported 17,012 shares, equal to 0.01% of portfolio, with an estimated market value of $270K.

What does the chart on this ERII ownership page compare?

The chart compares MARTIN CURRIE LTD's quarterly ERII portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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