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Bourgeon Capital Management’s Ericsson ERIC Stock Holding History

Bourgeon Capital 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
2024
Q1 		– Sell
-90
Closed -$567 – 184
2023
Q4 		$567 Buy
90
+37
+70% +$188 ﹤0.01% 354
2023
Q3 		$258 Buy
+53
New +$270 ﹤0.01% 367
2020
Q4 		– Sell
-7,500
Closed -$82K – 284
2020
Q3 		$82K Buy
+7,500
New +$82.8K 0.02% 123

Other funds holding ERIC

Hotchkis & Wiley Capital Management
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bourgeon Capital Management's ERIC Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Ericsson (ERIC) in Q1 2024, closing a stake of 90 shares — an estimated $567 sold.

Bourgeon Capital Management first reported a position in ERIC in Q3 2020 and held it in 3 quarters. The position peaked at $82K in Q3 2020. 239 funds tracked by Wall St. Rank hold ERIC as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Ericsson position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 90 Ericsson shares in Q1 2024, an estimated $567.
  • Bourgeon Capital Management first reported a position in Ericsson in Q3 2020 and held it in 3 quarters.
  • Bourgeon Capital Management's Ericsson position peaked at $82K in Q3 2020.
  • 239 funds tracked by Wall St. Rank held Ericsson as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.