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American Trust Investment Advisors’s Ericsson ERIC Stock Holding History

American Trust Investment Advisors’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
-108,055
Closed -$1.18M – 94
2021
Q4 		$1.18M Buy
108,055
+2,700
+3% +$29.5K 0.58% 44
2021
Q3 		$1.18M Buy
105,355
+1,365
+1% +$16.1K 0.66% 43
2021
Q2 		$1.31M Buy
103,990
+11,950
+13% +$160K 0.7% 42
2021
Q1 		$1.21M Buy
+92,040
New +$1.17M 0.71% 41

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

American Trust Investment Advisors's ERIC Position: Q1 2022 in Review

American Trust Investment Advisors sold out of Ericsson (ERIC) in Q1 2022, closing a stake of 108,055 shares — an estimated $1.18M sold.

American Trust Investment Advisors first reported a position in ERIC in Q1 2021 and held it in 4 quarters. The position peaked at $1.31M in Q2 2021. 346 funds tracked by Wall St. Rank hold ERIC as of Q1 2022.

  • American Trust Investment Advisors reported no remaining Ericsson position as of Q1 2022 after selling out during the quarter.
  • American Trust Investment Advisors sold 108,055 Ericsson shares in Q1 2022, an estimated $1.18M.
  • American Trust Investment Advisors first reported a position in Ericsson in Q1 2021 and held it in 4 quarters.
  • American Trust Investment Advisors's Ericsson position peaked at $1.31M in Q2 2021.
  • 346 funds tracked by Wall St. Rank held Ericsson as of Q1 2022.

Based on American Trust Investment Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.