BerganKDV Wealth Management’s Ericsson ERIC Stock Holding History

BerganKDV 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
2022 Q3	–	Sell	-1,667	Closed	-$12K	–	993
2022 Q2	$12K	Hold	1,667	–	–	﹤0.01%	559
2022 Q1	$15K	Hold	1,667	–	–	﹤0.01%	550
2021 Q4	$18K	Hold	1,667	–	–	﹤0.01%	558
2021 Q3	$19K	Hold	1,667	–	–	﹤0.01%	532
2021 Q2	$21K	Hold	1,667	–	–	﹤0.01%	512
2021 Q1	$22K	Hold	1,667	–	–	﹤0.01%	469
2020 Q4	$20K	Hold	1,667	–	–	﹤0.01%	475
2020 Q3	$18K	Hold	1,667	–	–	﹤0.01%	438
2020 Q2	$16K	Hold	1,667	–	–	﹤0.01%	478
2020 Q1	$13K	Hold	1,667	–	–	﹤0.01%	464
2019 Q4	$15K	Hold	1,667	–	–	﹤0.01%	485
2019 Q3	$13K	Hold	1,667	–	–	﹤0.01%	477
2019 Q2	$16K	Hold	1,667	–	–	﹤0.01%	451
2019 Q1	$15K	Hold	1,667	–	–	﹤0.01%	466
2018 Q4	$15K	Hold	1,667	–	–	﹤0.01%	421
2018 Q3	$15K	Hold	1,667	–	–	﹤0.01%	439
2018 Q2	$13K	Buy	+1,667	New	+$12.2K	﹤0.01%	464

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

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

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

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

BerganKDV Wealth Management's ERIC Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of Ericsson (ERIC) in Q3 2022, closing a stake of 1,667 shares — an estimated $12K sold.

BerganKDV Wealth Management first reported a position in ERIC in Q2 2018 and held it in 17 quarters. The position peaked at $22K in Q1 2021. 300 funds tracked by Wall St. Rank hold ERIC as of Q3 2022.

BerganKDV Wealth Management reported no remaining Ericsson position as of Q3 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 1,667 Ericsson shares in Q3 2022, an estimated $12K.
BerganKDV Wealth Management first reported a position in Ericsson in Q2 2018 and held it in 17 quarters.
BerganKDV Wealth Management's Ericsson position peaked at $22K in Q1 2021.
300 funds tracked by Wall St. Rank held Ericsson as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.