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Callan Capital’s Ericsson ERIC Stock Holding History

Callan Capital’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
2025
Q1 		$558K Buy
71,962
+15,317
+27% +$124K 0.04% 190
2024
Q4 		$457K Buy
56,645
+3,821
+7% +$31.1K 0.03% 189
2024
Q3 		$400K Buy
52,824
+15,017
+40% +$105K 0.03% 216
2024
Q2 		$233K Buy
37,807
+2,213
+6% +$12.4K 0.02% 281
2024
Q1 		$196K Buy
+35,594
New +$201K 0.02% 283

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.67B AUM 71.06% 1-Year Est. Return

Callan Capital's ERIC Position: Q1 2025 in Review

Callan Capital increased its Ericsson (ERIC) stake by 27% in Q1 2025, buying an estimated $124K and bringing the position to 71,962 shares worth $558K. The position accounts for 0.04% of the portfolio, ranked #190.

Callan Capital first reported a position in ERIC in Q1 2024 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold ERIC as of Q1 2025.

  • Callan Capital held 71,962 shares of Ericsson worth $558K as of Q1 2025.
  • Callan Capital bought 15,317 Ericsson shares in Q1 2025, an estimated $124K.
  • Ericsson made up 0.04% of Callan Capital's portfolio in Q1 2025, its #190 holding.
  • Callan Capital first reported a position in Ericsson in Q1 2024 and has held it in 5 quarters since.
  • 324 funds tracked by Wall St. Rank held Ericsson as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.