Altium Wealth Management’s Ericsson ERIC Stock Holding History

Altium Wealth 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
2022 Q2	$91K	Sell	12,307 -24,431	-67%	-$200K	0.01%	360
2022 Q1	$336K	Sell	36,738 -10,886	-23%	-$113K	0.02%	310
2021 Q4	$518K	Sell	47,624 -2,217	-4%	-$24.2K	0.03%	250
2021 Q3	$558K	Sell	49,841 -2,802	-5%	-$33.1K	0.04%	211
2021 Q2	$662K	Sell	52,643 -49	-0.1%	-$656	0.05%	183
2021 Q1	$695K	Sell	52,692 -628	-1%	-$8K	0.06%	163
2020 Q4	$637K	Sell	53,320 -3,412	-6%	-$40K	0.06%	151
2020 Q3	$618K	Buy	56,732 +4,004	+8%	+$44.2K	0.06%	131
2020 Q2	$490K	Buy	52,728 +18,704	+55%	+$162K	0.06%	164
2020 Q1	$275K	Buy	+34,024	New	+$278K	0.04%	232

Other funds holding ERIC

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

CMG

Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Altium Wealth Management's ERIC Position: Q2 2022 in Review

Altium Wealth Management reduced its Ericsson (ERIC) stake by 67% in Q2 2022, selling an estimated $200K and leaving 12,307 shares worth $91K. The position accounts for 0.01% of the portfolio, ranked #360.

Altium Wealth Management first reported a position in ERIC in Q1 2020 and has held it in 10 quarters since. The position peaked at $695K in Q1 2021. 316 funds tracked by Wall St. Rank hold ERIC as of Q2 2022.

Altium Wealth Management held 12,307 shares of Ericsson worth $91K as of Q2 2022.
Altium Wealth Management sold 24,431 Ericsson shares in Q2 2022, an estimated $200K.
Ericsson made up 0.01% of Altium Wealth Management's portfolio in Q2 2022, its #360 holding.
Altium Wealth Management first reported a position in Ericsson in Q1 2020 and has held it in 10 quarters since.
Altium Wealth Management's Ericsson position peaked at $695K in Q1 2021.
316 funds tracked by Wall St. Rank held Ericsson as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.