Arvest Trust’s Ericsson ERIC Stock Holding History

Arvest Trust’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 Q1	–	Sell	-34,841	Closed	-$203K	–	162
2022 Q4	$203K	Hold	34,841	–	–	0.01%	171
2022 Q3	$200K	Buy	+34,841	New	+$250K	0.01%	173

Other funds holding ERIC

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Arvest Trust's ERIC Position: Q1 2023 in Review

Arvest Trust sold out of Ericsson (ERIC) in Q1 2023, closing a stake of 34,841 shares — an estimated $203K sold.

Arvest Trust first reported a position in ERIC in Q3 2022 and held it in 2 quarters. The position peaked at $203K in Q4 2022. 270 funds tracked by Wall St. Rank hold ERIC as of Q1 2023.

Arvest Trust reported no remaining Ericsson position as of Q1 2023 after selling out during the quarter.
Arvest Trust sold 34,841 Ericsson shares in Q1 2023, an estimated $203K.
Arvest Trust first reported a position in Ericsson in Q3 2022 and held it in 2 quarters.
Arvest Trust's Ericsson position peaked at $203K in Q4 2022.
270 funds tracked by Wall St. Rank held Ericsson as of Q1 2023.

Based on Arvest Trust's 13F filing for Q1 2023, filed 11 May 2023.