CWM
ERIC icon

Campbell Wealth Management’s Ericsson ERIC Stock Holding History

Campbell Wealth 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
2020
Q3 		– Sell
-60
Closed -$1K – 146
2020
Q2 		$1K Buy
+60
New +$521 ﹤0.01% 345

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TC
Tairen Capital Hong Kong $924M AUM 105.21% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Campbell Wealth Management's ERIC Position: Q3 2020 in Review

Campbell Wealth Management sold out of Ericsson (ERIC) in Q3 2020, closing a stake of 60 shares — an estimated $1K sold.

Campbell Wealth Management first reported a position in ERIC in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 316 funds tracked by Wall St. Rank hold ERIC as of Q3 2020.

  • Campbell Wealth Management reported no remaining Ericsson position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 60 Ericsson shares in Q3 2020, an estimated $1K.
  • Campbell Wealth Management first reported a position in Ericsson in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Ericsson position peaked at $1K in Q2 2020.
  • 316 funds tracked by Wall St. Rank held Ericsson as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.