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Albion Financial Group’s Ericsson ERIC Stock Holding History

Albion Financial 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
2022
Q1 		– Sell
-1,200
Closed -$13K – 614
2021
Q4 		$13K Hold
1,200
– – ﹤0.01% 389
2021
Q3 		$13K Hold
1,200
– – ﹤0.01% 351
2021
Q2 		$15K Buy
+1,200
New +$16.1K ﹤0.01% 349

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
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Albion Financial Group's ERIC Position: Q1 2022 in Review

Albion Financial Group sold out of Ericsson (ERIC) in Q1 2022, closing a stake of 1,200 shares — an estimated $13K sold.

Albion Financial Group first reported a position in ERIC in Q2 2021 and held it in 3 quarters. The position peaked at $15K in Q2 2021. 345 funds tracked by Wall St. Rank hold ERIC as of Q1 2022.

  • Albion Financial Group reported no remaining Ericsson position as of Q1 2022 after selling out during the quarter.
  • Albion Financial Group sold 1,200 Ericsson shares in Q1 2022, an estimated $13K.
  • Albion Financial Group first reported a position in Ericsson in Q2 2021 and held it in 3 quarters.
  • Albion Financial Group's Ericsson position peaked at $15K in Q2 2021.
  • 345 funds tracked by Wall St. Rank held Ericsson as of Q1 2022.

Based on Albion Financial Group's 13F filing for Q1 2022, filed 9 May 2022.