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Advisor Group’s Ericsson ERIC Stock Holding History

Advisor Group’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
2019
Q4 		$653K Buy
74,466
+5,528
+8% +$48.9K ﹤0.01% 1487
2019
Q3 		$548K Sell
68,938
-13,920
-17% -$119K ﹤0.01% 1547
2019
Q2 		$786K Buy
82,858
+17,236
+26% +$167K 0.01% 1295
2019
Q1 		$602K Sell
65,622
-8,237
-11% -$74.4K 0.01% 1461
2018
Q4 		$655K Buy
73,859
+33,729
+84% +$293K 0.01% 1220
2018
Q3 		$353K Buy
40,130
+4,966
+14% +$40.7K ﹤0.01% 1729
2018
Q2 		$269K Sell
35,164
-1,310
-4% -$9.58K ﹤0.01% 1758
2018
Q1 		$234K Buy
36,474
+10,193
+39% +$68.6K ﹤0.01% 1858
2017
Q4 		$176K Sell
26,281
-2,636
-9% -$16.4K ﹤0.01% 2111
2017
Q3 		$166K Buy
28,917
+8,953
+45% +$55.3K ﹤0.01% 1992
2017
Q2 		$143K Buy
19,964
+2,520
+14% +$17.1K ﹤0.01% 2026
2017
Q1 		$116K Buy
17,444
+4,397
+34% +$27.1K ﹤0.01% 2057
2016
Q4 		$76K Sell
13,047
-18,392
-59% -$102K ﹤0.01% 2260
2016
Q3 		$227K Buy
31,439
+2,699
+9% +$19.6K 0.01% 1440
2016
Q2 		$219K Buy
+28,740
New +$236K 0.01% 1405

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Group's ERIC Position: Q4 2019 in Review

Advisor Group increased its Ericsson (ERIC) stake by 8% in Q4 2019, buying an estimated $48.9K and bringing the position to 74,466 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Advisor Group first reported a position in ERIC in Q2 2016 and has held it in 15 quarters since. The position peaked at $786K in Q2 2019. 270 funds tracked by Wall St. Rank hold ERIC as of Q4 2019.

  • Advisor Group held 74,466 shares of Ericsson worth $653K as of Q4 2019.
  • Advisor Group bought 5,528 Ericsson shares in Q4 2019, an estimated $48.9K.
  • Ericsson made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1487 holding.
  • Advisor Group first reported a position in Ericsson in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Ericsson position peaked at $786K in Q2 2019.
  • 270 funds tracked by Wall St. Rank held Ericsson as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.