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Cary Street Partners Investment Advisory’s Ericsson ERIC Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-200
Closed -$972 – 959
2023
Q3 		$972 Hold
200
– – ﹤0.01% 1745
2023
Q2 		$1.09K Hold
200
– – ﹤0.01% 1642
2023
Q1 		$1.17K Sell
200
-202
-50% -$1.15K ﹤0.01% 1557
2022
Q4 		$2.35K Buy
+402
New +$2.42K ﹤0.01% 1485

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Cary Street Partners Investment Advisory's ERIC Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Ericsson (ERIC) in Q4 2023, closing a stake of 200 shares — an estimated $972 sold.

Cary Street Partners Investment Advisory first reported a position in ERIC in Q4 2022 and held it in 4 quarters. The position peaked at $2.35K in Q4 2022. 249 funds tracked by Wall St. Rank hold ERIC as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Ericsson position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 200 Ericsson shares in Q4 2023, an estimated $972.
  • Cary Street Partners Investment Advisory first reported a position in Ericsson in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Ericsson position peaked at $2.35K in Q4 2022.
  • 249 funds tracked by Wall St. Rank held Ericsson as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.