1M
ERIC icon

13D Management’s Ericsson ERIC Stock Holding History

13D Management’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-643,179
Closed -$7.69M – 31
2020
Q4 		$7.69M Sell
643,179
-315,055
-33% -$3.69M 3.18% 19
2020
Q3 		$10.4M Sell
958,234
-337,883
-26% -$3.73M 4.59% 6
2020
Q2 		$12.1M Sell
1,296,117
-230,214
-15% -$2M 5.24% 3
2020
Q1 		$12.3M Sell
1,526,331
-209,995
-12% -$1.72M 6% 1
2019
Q4 		$15.2M Sell
1,736,326
-380,323
-18% -$3.37M 4.63% 8
2019
Q3 		$16.9M Buy
2,116,649
+96,506
+5% +$823K 5.55% 6
2019
Q2 		$19.2M Sell
2,020,143
-76,718
-4% -$743K 5.78% 4
2019
Q1 		$19.6M Sell
2,096,861
-21,745
-1% -$197K 5.81% 4
2018
Q4 		$18.8M Buy
2,118,606
+144,388
+7% +$1.25M 6.08% 3
2018
Q3 		$17.4M Buy
1,974,218
+121,216
+7% +$994K 4.79% 4
2018
Q2 		$14.2M Hold
1,853,002
– – 3.62% 9
2018
Q1 		$11.9M Buy
1,853,002
+176,930
+11% +$1.19M 3.29% 14
2017
Q4 		$11.2M Buy
+1,676,072
New +$10.4M 3.34% 17
2017
Q3 		– Sell
-1,055,373
Closed -$7.57M – 32
2017
Q2 		$7.57M Buy
+1,055,373
New +$7.16M 2.68% 22

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

13D Management's ERIC Position: Q1 2021 in Review

13D Management sold out of Ericsson (ERIC) in Q1 2021, closing a stake of 643,179 shares — an estimated $7.69M sold.

13D Management first reported a position in ERIC in Q2 2017 and held it in 14 quarters. The position peaked at $19.6M in Q1 2019. 371 funds tracked by Wall St. Rank hold ERIC as of Q1 2021.

  • 13D Management reported no remaining Ericsson position as of Q1 2021 after selling out during the quarter.
  • 13D Management sold 643,179 Ericsson shares in Q1 2021, an estimated $7.69M.
  • 13D Management first reported a position in Ericsson in Q2 2017 and held it in 14 quarters.
  • 13D Management's Ericsson position peaked at $19.6M in Q1 2019.
  • 371 funds tracked by Wall St. Rank held Ericsson as of Q1 2021.

Based on 13D Management's 13F filing for Q1 2021, filed 17 May 2021.