Berman Capital Advisors’s Ericsson ERIC Stock Holding History

Berman Capital 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
2021 Q3	$15K	Sell	1,395 -26	-2%	-$307	﹤0.01%	1065
2021 Q2	$17K	Buy	1,421 +49	+4%	+$656	﹤0.01%	962
2021 Q1	$18K	Buy	1,372 +130	+10%	+$1.66K	﹤0.01%	820
2020 Q4	$14K	Buy	1,242 +1	+0.1%	+$12	﹤0.01%	783
2020 Q3	$13K	Sell	1,241 -19	-2%	-$210	﹤0.01%	716
2020 Q2	$11K	Buy	1,260 +554	+78%	+$4.81K	﹤0.01%	721
2020 Q1	$5K	Buy	706 +298	+73%	+$2.44K	﹤0.01%	879
2019 Q4	$3K	Hold	408	–	–	﹤0.01%	1090
2019 Q3	$3K	Hold	408	–	–	﹤0.01%	1067
2019 Q2	$3K	Buy	408 +2	+0.5%	+$19	﹤0.01%	1083
2019 Q1	$3K	Hold	406	–	–	﹤0.01%	995
2018 Q4	$2K	Buy	+406	New	+$3.53K	﹤0.01%	858

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

MSE

MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

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

Berman Capital Advisors's ERIC Position: Q3 2021 in Review

Berman Capital Advisors reduced its Ericsson (ERIC) stake by 1.8% in Q3 2021, selling an estimated $307 and leaving 1,395 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Berman Capital Advisors first reported a position in ERIC in Q4 2018 and has held it in 12 quarters since. The position peaked at $18K in Q1 2021. 362 funds tracked by Wall St. Rank hold ERIC as of Q3 2021.

Berman Capital Advisors held 1,395 shares of Ericsson worth $15K as of Q3 2021.
Berman Capital Advisors sold 26 Ericsson shares in Q3 2021, an estimated $307.
Ericsson made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1065 holding.
Berman Capital Advisors first reported a position in Ericsson in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Ericsson position peaked at $18K in Q1 2021.
362 funds tracked by Wall St. Rank held Ericsson as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.