Benjamin F. Edwards & Company’s Ericsson ERIC Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	–	Sell	-1,671	Closed	-$9K	–	2161
2024 Q1	$9K	Buy	+1,671	New	+$9.42K	﹤0.01%	1724
2022 Q2	–	Sell	-513	Closed	-$5K	–	1822
2022 Q1	$5K	Hold	513	–	–	﹤0.01%	1520
2021 Q4	$6K	Buy	513 +4	+0.8%	+$44	﹤0.01%	1478
2021 Q3	$6K	Hold	509	–	–	﹤0.01%	1484
2021 Q2	$6K	Buy	509 +3	+0.6%	+$40	﹤0.01%	1479
2021 Q1	$7K	Hold	506	–	–	﹤0.01%	1434
2020 Q4	$6K	Buy	506 +3	+0.6%	+$35	﹤0.01%	1364
2020 Q3	$5K	Hold	503	–	–	﹤0.01%	1418
2020 Q2	$5K	Buy	503 +3	+0.6%	+$26	﹤0.01%	1420
2020 Q1	$4K	Sell	500 -24	-5%	-$196	﹤0.01%	1470
2019 Q4	$5K	Buy	+524	New	+$4.64K	﹤0.01%	1604
2016 Q1	–	Sell	-25	Closed	–	–	1120
2015 Q4	$0	Buy	+25	New	+$243	﹤0.01%	1169

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DigitalBridge Group Boca Raton, Florida $1.67B AUM 71.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Benjamin F. Edwards & Company's ERIC Position: Q2 2024 in Review

Benjamin F. Edwards & Company sold out of Ericsson (ERIC) in Q2 2024, closing a stake of 1,671 shares — an estimated $9K sold.

Benjamin F. Edwards & Company first reported a position in ERIC in Q4 2015 and held it in 12 quarters. The position peaked at $9K in Q1 2024. 247 funds tracked by Wall St. Rank hold ERIC as of Q2 2024.

Benjamin F. Edwards & Company reported no remaining Ericsson position as of Q2 2024 after selling out during the quarter.
Benjamin F. Edwards & Company sold 1,671 Ericsson shares in Q2 2024, an estimated $9K.
Benjamin F. Edwards & Company first reported a position in Ericsson in Q4 2015 and held it in 12 quarters.
Benjamin F. Edwards & Company's Ericsson position peaked at $9K in Q1 2024.
247 funds tracked by Wall St. Rank held Ericsson as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.