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Bogle Investment Management’s Ericsson ERIC Stock Holding History

Bogle Investment 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
2020
Q2 		– Sell
-1,374,673
Closed -$11.1M – 345
2020
Q1 		$11.1M Buy
1,374,673
+117,520
+9% +$961K 1.16% 8
2019
Q4 		$11M Buy
1,257,153
+697,455
+125% +$6.17M 1.03% 34
2019
Q3 		$4.47M Buy
+559,698
New +$4.77M 0.38% 88

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bogle Investment Management's ERIC Position: Q2 2020 in Review

Bogle Investment Management sold out of Ericsson (ERIC) in Q2 2020, closing a stake of 1,374,673 shares — an estimated $11.1M sold.

Bogle Investment Management first reported a position in ERIC in Q3 2019 and held it in 3 quarters. The position peaked at $11.1M in Q1 2020. 281 funds tracked by Wall St. Rank hold ERIC as of Q2 2020.

  • Bogle Investment Management reported no remaining Ericsson position as of Q2 2020 after selling out during the quarter.
  • Bogle Investment Management sold 1,374,673 Ericsson shares in Q2 2020, an estimated $11.1M.
  • Bogle Investment Management first reported a position in Ericsson in Q3 2019 and held it in 3 quarters.
  • Bogle Investment Management's Ericsson position peaked at $11.1M in Q1 2020.
  • 281 funds tracked by Wall St. Rank held Ericsson as of Q2 2020.

Based on Bogle Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.