Bollard Group’s Ericsson ERIC Stock Holding History

Bollard Group’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
2023 Q3	–	Sell	-296	Closed	-$2K	–	476
2023 Q2	$2K	Buy	+296	New	+$1.59K	﹤0.01%	523

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return

Bollard Group's ERIC Position: Q3 2023 in Review

Bollard Group sold out of Ericsson (ERIC) in Q3 2023, closing a stake of 296 shares — an estimated $2K sold.

Bollard Group first reported a position in ERIC in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 236 funds tracked by Wall St. Rank hold ERIC as of Q3 2023.

Bollard Group reported no remaining Ericsson position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 296 Ericsson shares in Q3 2023, an estimated $2K.
Bollard Group first reported a position in Ericsson in Q2 2023 and held it in 1 quarter.
Bollard Group's Ericsson position peaked at $2K in Q2 2023.
236 funds tracked by Wall St. Rank held Ericsson as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.