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Atria Investments’s Ericsson ERIC Stock Holding History

Atria 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
2025
Q3 		– Sell
-52,846
Closed -$448K – 2047
2025
Q2 		$448K Sell
52,846
-295
-0.6% -$2.42K 0.01% 1480
2025
Q1 		$412K Buy
53,141
+2,490
+5% +$20.1K 0.01% 1453
2024
Q4 		$408K Buy
50,651
+39,889
+371% +$324K 0.01% 1431
2024
Q3 		$81.6K Sell
10,762
-399
-4% -$2.79K ﹤0.01% 1878
2024
Q2 		$68.9K Buy
+11,161
New +$62.3K ﹤0.01% 1885
2022
Q1 		– Sell
-129,811
Closed -$1.41M – 876
2021
Q4 		$1.41M Buy
129,811
+2,671
+2% +$29.2K 0.03% 696
2021
Q3 		$1.42M Sell
127,140
-1,525
-1% -$18K 0.03% 658
2021
Q2 		$1.62M Sell
128,665
-12,616
-9% -$169K 0.03% 587
2021
Q1 		$1.86M Buy
141,281
+7,302
+5% +$93K 0.04% 477
2020
Q4 		$1.6M Buy
133,979
+5,148
+4% +$60.3K 0.04% 495
2020
Q3 		$1.4M Buy
128,831
+9,360
+8% +$103K 0.04% 454
2020
Q2 		$1.11M Buy
+119,471
New +$1.04M 0.04% 481
2020
Q1 		– Sell
-22,680
Closed -$199K – 726
2019
Q4 		$199K Buy
+22,680
New +$201K 0.01% 1157
2019
Q3 		– Sell
-48,240
Closed -$405K – 900
2019
Q2 		$405K Sell
48,240
-3,810
-7% -$36.9K 0.02% 640
2019
Q1 		$478K Buy
52,050
+1,395
+3% +$12.6K 0.02% 541
2018
Q4 		$449K Buy
50,655
+34,872
+221% +$303K 0.02% 539
2018
Q3 		$139K Sell
15,783
-6,328
-29% -$51.9K 0.01% 955
2018
Q2 		$170K Buy
22,111
+1,153
+6% +$8.43K 0.01% 930
2018
Q1 		$134K Buy
20,958
+4,593
+28% +$30.9K 0.01% 860
2017
Q4 		$109K Sell
16,365
-1,777
-10% -$11.1K 0.01% 806
2017
Q3 		$104K Buy
18,142
+4,833
+36% +$29.9K 0.01% 777
2017
Q2 		$95K Buy
+13,309
New +$90.2K 0.01% 736

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Atria Investments's ERIC Position: Q3 2025 in Review

Atria Investments sold out of Ericsson (ERIC) in Q3 2025, closing a stake of 52,846 shares — an estimated $448K sold.

Atria Investments first reported a position in ERIC in Q2 2017 and held it in 22 quarters. The position peaked at $1.86M in Q1 2021. 327 funds tracked by Wall St. Rank hold ERIC as of Q3 2025.

  • Atria Investments reported no remaining Ericsson position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 52,846 Ericsson shares in Q3 2025, an estimated $448K.
  • Atria Investments first reported a position in Ericsson in Q2 2017 and held it in 22 quarters.
  • Atria Investments's Ericsson position peaked at $1.86M in Q1 2021.
  • 327 funds tracked by Wall St. Rank held Ericsson as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.