Bell Investment Advisors’s Ericsson ERIC Stock Holding History

Bell 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
2026 Q1	$14.9K	Buy	1,318 +235	+22%	+$2.54K	﹤0.01%	534
2025 Q4	$10.5K	Buy	1,083 +536	+98%	+$5.08K	﹤0.01%	682
2025 Q3	$4.52K	Sell	547 -652	-54%	-$5.1K	﹤0.01%	980
2025 Q2	$10.2K	Buy	1,199 +423	+55%	+$3.48K	﹤0.01%	668
2025 Q1	$6.02K	Hold	776	–	–	﹤0.01%	827
2024 Q4	$6.25K	Hold	776	–	–	﹤0.01%	817
2024 Q3	$5.88K	Hold	776	–	–	﹤0.01%	851
2024 Q2	$4.79K	Hold	776	–	–	﹤0.01%	944
2024 Q1	$4.28K	Sell	776 -107	-12%	-$603	﹤0.01%	1011
2023 Q4	$5.56K	Buy	883 +108	+14%	+$547	﹤0.01%	824
2023 Q3	$3.77K	Buy	775 +619	+397%	+$3.15K	﹤0.01%	953
2023 Q2	$851	Sell	156 -925	-86%	-$4.96K	﹤0.01%	1637
2023 Q1	$6.32K	Buy	1,081 +607	+128%	+$3.46K	﹤0.01%	673
2022 Q4	$2.77K	Buy	474 +334	+239%	+$2.01K	﹤0.01%	1108
2022 Q3	$1K	Sell	140 -23	-14%	-$165	﹤0.01%	1393
2022 Q2	$1K	Buy	+163	New	+$1.33K	﹤0.01%	1417
2021 Q4	$9K	Buy	866 +480	+124%	+$5.25K	﹤0.01%	517
2021 Q3	$4K	Buy	+386	New	+$4.56K	﹤0.01%	787

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

Arrowstreet Capital

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

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

Renaissance Technologies

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America

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

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return