Blue Trust Inc’s Ericsson ERIC Stock Holding History

Blue Trust Inc’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
2026 Q1	$313K	Buy	27,788 +7,378	+36%	+$79.9K	﹤0.01%	635
2025 Q4	$197K	Sell	20,410 -584	-3%	-$5.53K	﹤0.01%	781
2025 Q3	$174K	Sell	20,994 -13,888	-40%	-$109K	﹤0.01%	858
2025 Q2	$296K	Buy	34,882 +12,701	+57%	+$104K	﹤0.01%	635
2025 Q1	$172K	Buy	22,181 +4,778	+27%	+$38.6K	﹤0.01%	771
2024 Q4	$140K	Sell	17,403 -29,504	-63%	-$240K	﹤0.01%	784
2024 Q3	$289K	Buy	46,907 +30,283	+182%	+$212K	﹤0.01%	693
2024 Q2	$91.6K	Buy	16,624 +11,791	+244%	+$65.9K	﹤0.01%	1015
2024 Q1	$26.6K	Sell	4,833 -2,950	-38%	-$16.6K	﹤0.01%	1129
2023 Q4	$38K	Buy	7,783 +2,021	+35%	+$10.2K	﹤0.01%	1028
2023 Q3	$31K	Buy	5,762 +473	+9%	+$2.41K	﹤0.01%	1025
2023 Q2	$31K	Sell	5,289 -13,996	-73%	-$75.1K	﹤0.01%	870
2023 Q1	$113K	Buy	19,285 +4,019	+26%	+$22.9K	﹤0.01%	729
2022 Q4	$88K	Buy	15,266 +11,556	+311%	+$69.5K	﹤0.01%	711
2022 Q3	$28K	Buy	3,710 +2,682	+261%	+$19.2K	﹤0.01%	948
2022 Q2	$9K	Buy	+1,028	New	+$8.4K	﹤0.01%	1233

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

Arrowstreet Capital

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

Renaissance Technologies

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America

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

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return