ACI
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Alpha Cubed Investments’s Ericsson ERIC Stock Holding History

Alpha Cubed Investments’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
Q2 		– Sell
-114,216
Closed -$1.51M – 269
2021
Q1 		$1.51M Buy
114,216
+13,916
+14% +$177K 0.12% 104
2020
Q4 		$1.2M Sell
100,300
-1,091
-1% -$12.8K 0.1% 105
2020
Q3 		$1.1M Buy
+101,391
New +$1.12M 0.11% 97

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alpha Cubed Investments's ERIC Position: Q2 2021 in Review

Alpha Cubed Investments sold out of Ericsson (ERIC) in Q2 2021, closing a stake of 114,216 shares — an estimated $1.51M sold.

Alpha Cubed Investments first reported a position in ERIC in Q3 2020 and held it in 3 quarters. The position peaked at $1.51M in Q1 2021. 378 funds tracked by Wall St. Rank hold ERIC as of Q2 2021.

  • Alpha Cubed Investments reported no remaining Ericsson position as of Q2 2021 after selling out during the quarter.
  • Alpha Cubed Investments sold 114,216 Ericsson shares in Q2 2021, an estimated $1.51M.
  • Alpha Cubed Investments first reported a position in Ericsson in Q3 2020 and held it in 3 quarters.
  • Alpha Cubed Investments's Ericsson position peaked at $1.51M in Q1 2021.
  • 378 funds tracked by Wall St. Rank held Ericsson as of Q2 2021.

Based on Alpha Cubed Investments's 13F filing for Q2 2021, filed 20 Jul 2021.