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Beverly Hills Private Wealth’s Ericsson ERIC Stock Holding History

Beverly Hills Private Wealth’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
2025
Q3 		– Sell
-21,932
Closed -$186K – 350
2025
Q2 		$186K Sell
21,932
-1,052
-5% -$8.65K 0.03% 329
2025
Q1 		$178K Buy
22,984
+421
+2% +$3.4K 0.04% 332
2024
Q4 		$182K Buy
+22,563
New +$183K 0.04% 321
2024
Q2 		– Sell
-26,409
Closed -$146K – 356
2024
Q1 		$146K Buy
+26,409
New +$149K 0.03% 348

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Beverly Hills Private Wealth's ERIC Position: Q3 2025 in Review

Beverly Hills Private Wealth sold out of Ericsson (ERIC) in Q3 2025, closing a stake of 21,932 shares — an estimated $186K sold.

Beverly Hills Private Wealth first reported a position in ERIC in Q1 2024 and held it in 4 quarters. The position peaked at $186K in Q2 2025. 327 funds tracked by Wall St. Rank hold ERIC as of Q3 2025.

  • Beverly Hills Private Wealth reported no remaining Ericsson position as of Q3 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 21,932 Ericsson shares in Q3 2025, an estimated $186K.
  • Beverly Hills Private Wealth first reported a position in Ericsson in Q1 2024 and held it in 4 quarters.
  • Beverly Hills Private Wealth's Ericsson position peaked at $186K in Q2 2025.
  • 327 funds tracked by Wall St. Rank held Ericsson as of Q3 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.