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Baystate Wealth Management’s Ericsson ERIC Stock Holding History

Baystate 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
-100
Closed -$1K – 846
2021
Q2 		$1K Hold
100
– – ﹤0.01% 716
2021
Q1 		$1K Hold
100
– – ﹤0.01% 647
2020
Q4 		$1K Buy
+100
New +$1.17K ﹤0.01% 610

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
MSE
MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baystate Wealth Management's ERIC Position: Q3 2021 in Review

Baystate Wealth Management sold out of Ericsson (ERIC) in Q3 2021, closing a stake of 100 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in ERIC in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 361 funds tracked by Wall St. Rank hold ERIC as of Q3 2021.

  • Baystate Wealth Management reported no remaining Ericsson position as of Q3 2021 after selling out during the quarter.
  • Baystate Wealth Management sold 100 Ericsson shares in Q3 2021, an estimated $1K.
  • Baystate Wealth Management first reported a position in Ericsson in Q4 2020 and held it in 3 quarters.
  • Baystate Wealth Management's Ericsson position peaked at $1K in Q2 2021.
  • 361 funds tracked by Wall St. Rank held Ericsson as of Q3 2021.

Based on Baystate Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.