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BOK Financial’s Ericsson ERIC Stock Holding History

BOK Financial’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
2024
Q3 		– Sell
-6,656
Closed -$41.1K – 1415
2024
Q2 		$41.1K Buy
+6,656
New +$37.2K ﹤0.01% 881
2024
Q1 		– Sell
-876
Closed -$5.52K – 1228
2023
Q4 		$5.52K Buy
+876
New +$4.44K ﹤0.01% 1007
2023
Q2 		– Sell
-915
Closed -$5.35K – 1105
2023
Q1 		$5.35K Sell
915
-15,847
-95% -$90.4K ﹤0.01% 1045
2022
Q4 		$97.9K Buy
16,762
+5,663
+51% +$34K ﹤0.01% 875
2022
Q3 		$64K Sell
11,099
-7,031
-39% -$50.4K ﹤0.01% 879
2022
Q2 		$134K Buy
18,130
+7,060
+64% +$57.7K ﹤0.01% 880
2022
Q1 		$101K Sell
11,070
-2,523
-19% -$26.3K ﹤0.01% 960
2021
Q4 		$148K Buy
+13,593
New +$149K ﹤0.01% 955
2015
Q2 		– Sell
-16,670
Closed -$209K – 869
2015
Q1 		$209K Sell
16,670
-1,207
-7% -$15.1K 0.01% 767
2014
Q4 		$216K Sell
17,877
-12,524
-41% -$151K 0.01% 624
2014
Q3 		$383K Sell
30,401
-11,275
-27% -$140K 0.01% 632
2014
Q2 		$503K Buy
41,676
+22,774
+120% +$284K 0.02% 617
2014
Q1 		$252K Buy
18,902
+5,299
+39% +$66.2K 0.01% 796
2013
Q4 		$166K Buy
13,603
+49
+0.4% +$609 0.01% 855
2013
Q3 		$181K Buy
13,554
+1,766
+15% +$21.9K 0.01% 788
2013
Q2 		$133K Buy
+11,788
New +$141K 0.01% 784

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BOK Financial's ERIC Position: Q3 2024 in Review

BOK Financial sold out of Ericsson (ERIC) in Q3 2024, closing a stake of 6,656 shares — an estimated $41.1K sold.

BOK Financial first reported a position in ERIC in Q2 2013 and held it in 16 quarters. The position peaked at $503K in Q2 2014. 266 funds tracked by Wall St. Rank hold ERIC as of Q3 2024.

  • BOK Financial reported no remaining Ericsson position as of Q3 2024 after selling out during the quarter.
  • BOK Financial sold 6,656 Ericsson shares in Q3 2024, an estimated $41.1K.
  • BOK Financial first reported a position in Ericsson in Q2 2013 and held it in 16 quarters.
  • BOK Financial's Ericsson position peaked at $503K in Q2 2014.
  • 266 funds tracked by Wall St. Rank held Ericsson as of Q3 2024.

Based on BOK Financial's 13F filing for Q3 2024, filed 14 Nov 2024.