Bartlett & Co Wealth Management’s Ericsson ERIC Stock Holding History

Bartlett & Co 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
2021 Q3	–	Sell	-99	Closed	-$1.25K	–	980
2021 Q2	$1.25K	Sell	99 -6,450	-98%	-$86.3K	﹤0.01%	920
2021 Q1	$86.4K	Hold	6,549	–	–	﹤0.01%	445
2020 Q4	$78.3K	Buy	6,549 +6,309	+2,629%	+$73.9K	﹤0.01%	459
2020 Q3	$2.61K	Hold	240	–	–	﹤0.01%	779
2020 Q2	$2.23K	Hold	240	–	–	﹤0.01%	785
2020 Q1	$1.94K	Sell	240 -50	-17%	-$409	﹤0.01%	782
2019 Q4	$2.55K	Hold	290	–	–	﹤0.01%	806
2019 Q3	$2.31K	Buy	290 +240	+480%	+$2.05K	﹤0.01%	819
2019 Q2	$475	Hold	50	–	–	﹤0.01%	727
2019 Q1	$459	Hold	50	–	–	﹤0.01%	711
2018 Q4	$443	Hold	50	–	–	﹤0.01%	669
2018 Q3	$440	Hold	50	–	–	﹤0.01%	683
2018 Q2	$384	Hold	50	–	–	﹤0.01%	685
2018 Q1	$320	Buy	+50	New	+$337	﹤0.01%	728

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

MSE

MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bartlett & Co Wealth Management's ERIC Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of Ericsson (ERIC) in Q3 2021, closing a stake of 99 shares — an estimated $1.25K sold.

Bartlett & Co Wealth Management first reported a position in ERIC in Q1 2018 and held it in 14 quarters. The position peaked at $86.4K in Q1 2021. 361 funds tracked by Wall St. Rank hold ERIC as of Q3 2021.

Bartlett & Co Wealth Management reported no remaining Ericsson position as of Q3 2021 after selling out during the quarter.
Bartlett & Co Wealth Management sold 99 Ericsson shares in Q3 2021, an estimated $1.25K.
Bartlett & Co Wealth Management first reported a position in Ericsson in Q1 2018 and held it in 14 quarters.
Bartlett & Co Wealth Management's Ericsson position peaked at $86.4K in Q1 2021.
361 funds tracked by Wall St. Rank held Ericsson as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.