BGAI
ERIC icon

Bruce G. Allen Investments’s Ericsson ERIC Stock Holding History

Bruce G. Allen Investments’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 		$6.68K Buy
593
+350
+144% +$3.79K ﹤0.01% 531
2025
Q4 		$2.35K Buy
243
+47
+24% +$445 ﹤0.01% 669
2025
Q3 		$1.62K Sell
196
-43
-18% -$336 ﹤0.01% 737
2025
Q2 		$2.03K Buy
+239
New +$1.96K ﹤0.01% 706
2024
Q2 		– Sell
-837
Closed -$4.61K – 996
2024
Q1 		$4.61K Buy
+837
New +$4.72K ﹤0.01% 604

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
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
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

Bruce G. Allen Investments's ERIC Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Ericsson (ERIC) stake by 144% in Q1 2026, buying an estimated $3.79K and bringing the position to 593 shares worth $6.68K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Bruce G. Allen Investments first reported a position in ERIC in Q1 2024 and has held it in 5 quarters since. 373 funds tracked by Wall St. Rank hold ERIC as of Q1 2026.

  • Bruce G. Allen Investments held 593 shares of Ericsson worth $6.68K as of Q1 2026.
  • Bruce G. Allen Investments bought 350 Ericsson shares in Q1 2026, an estimated $3.79K.
  • Ericsson made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #531 holding.
  • Bruce G. Allen Investments first reported a position in Ericsson in Q1 2024 and has held it in 5 quarters since.
  • 373 funds tracked by Wall St. Rank held Ericsson as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.