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Belpointe Asset Management’s Ericsson ERIC Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-1,352
Closed -$7.91K – 1397
2023
Q1 		$7.91K Buy
1,352
+140
+12% +$799 ﹤0.01% 2832
2022
Q4 		$7.08K Buy
+1,212
New +$7.28K ﹤0.01% 2791
2022
Q3 		– Sell
-29,706
Closed -$220K – 1188
2022
Q2 		$220K Sell
29,706
-11,246
-27% -$91.9K 0.01% 787
2022
Q1 		$373K Buy
+40,952
New +$427K 0.02% 635

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Belpointe Asset Management's ERIC Position: Q2 2023 in Review

Belpointe Asset Management sold out of Ericsson (ERIC) in Q2 2023, closing a stake of 1,352 shares — an estimated $7.91K sold.

Belpointe Asset Management first reported a position in ERIC in Q1 2022 and held it in 4 quarters. The position peaked at $373K in Q1 2022. 249 funds tracked by Wall St. Rank hold ERIC as of Q2 2023.

  • Belpointe Asset Management reported no remaining Ericsson position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,352 Ericsson shares in Q2 2023, an estimated $7.91K.
  • Belpointe Asset Management first reported a position in Ericsson in Q1 2022 and held it in 4 quarters.
  • Belpointe Asset Management's Ericsson position peaked at $373K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held Ericsson as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.