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Alan B. Lancz & Associates’s Ericsson ERIC Stock Holding History

Alan B. Lancz & Associates’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
2023
Q3 		– Sell
-11,500
Closed -$62.7K – 135
2023
Q2 		$62.7K Buy
+11,500
New +$61.7K 0.07% 134
2022
Q2 		– Sell
-13,000
Closed -$119K – 185
2022
Q1 		$119K Buy
+13,000
New +$135K 0.11% 149

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return

Alan B. Lancz & Associates's ERIC Position: Q3 2023 in Review

Alan B. Lancz & Associates sold out of Ericsson (ERIC) in Q3 2023, closing a stake of 11,500 shares — an estimated $62.7K sold.

Alan B. Lancz & Associates first reported a position in ERIC in Q1 2022 and held it in 2 quarters. The position peaked at $119K in Q1 2022. 236 funds tracked by Wall St. Rank hold ERIC as of Q3 2023.

  • Alan B. Lancz & Associates reported no remaining Ericsson position as of Q3 2023 after selling out during the quarter.
  • Alan B. Lancz & Associates sold 11,500 Ericsson shares in Q3 2023, an estimated $62.7K.
  • Alan B. Lancz & Associates first reported a position in Ericsson in Q1 2022 and held it in 2 quarters.
  • Alan B. Lancz & Associates's Ericsson position peaked at $119K in Q1 2022.
  • 236 funds tracked by Wall St. Rank held Ericsson as of Q3 2023.

Based on Alan B. Lancz & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.