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Capital Analysts LLC’s Ericsson ERIC Stock Holding History

Capital Analysts LLC’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
Q4 		– Sell
-1,108
Closed -$12K – 758
2020
Q3 		$12K Hold
1,108
– – ﹤0.01% 566
2020
Q2 		$10K Hold
1,108
– – ﹤0.01% 541
2020
Q1 		$9K Buy
1,108
+108
+11% +$883 ﹤0.01% 527
2019
Q4 		$9K Hold
1,000
– – ﹤0.01% 555
2019
Q3 		$7K Buy
+1,000
New +$8.53K ﹤0.01% 579

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Analysts LLC's ERIC Position: Q4 2020 in Review

Capital Analysts LLC sold out of Ericsson (ERIC) in Q4 2020, closing a stake of 1,108 shares — an estimated $12K sold.

Capital Analysts LLC first reported a position in ERIC in Q3 2019 and held it in 5 quarters. The position peaked at $12K in Q3 2020. 358 funds tracked by Wall St. Rank hold ERIC as of Q4 2020.

  • Capital Analysts LLC reported no remaining Ericsson position as of Q4 2020 after selling out during the quarter.
  • Capital Analysts LLC sold 1,108 Ericsson shares in Q4 2020, an estimated $12K.
  • Capital Analysts LLC first reported a position in Ericsson in Q3 2019 and held it in 5 quarters.
  • Capital Analysts LLC's Ericsson position peaked at $12K in Q3 2020.
  • 358 funds tracked by Wall St. Rank held Ericsson as of Q4 2020.

Based on Capital Analysts LLC's 13F filing for Q4 2020, filed 16 Feb 2021.