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CKW Financial Group’s Ericsson ERIC Stock Holding History

CKW Financial Group’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
-390
Closed -$2K – 222
2023
Q3 		$2K Buy
+390
New +$1.98K ﹤0.01% 196
2015
Q3 		– Sell
-606
Closed -$6K – 205
2015
Q2 		$6K Hold
606
– – ﹤0.01% 312
2015
Q1 		$8K Hold
606
– – ﹤0.01% 308
2014
Q4 		$7K Hold
606
– – ﹤0.01% 303
2014
Q3 		$8K Sell
606
-431
-42% -$5.35K ﹤0.01% 312
2014
Q2 		$13K Hold
1,037
– – 0.01% 272
2014
Q1 		$14K Hold
1,037
– – 0.01% 271
2013
Q4 		$13K Buy
+1,037
New +$12.9K 0.01% 250

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

CKW Financial Group's ERIC Position: Q4 2023 in Review

CKW Financial Group sold out of Ericsson (ERIC) in Q4 2023, closing a stake of 390 shares — an estimated $2K sold.

CKW Financial Group first reported a position in ERIC in Q4 2013 and held it in 8 quarters. The position peaked at $14K in Q1 2014. 248 funds tracked by Wall St. Rank hold ERIC as of Q4 2023.

  • CKW Financial Group reported no remaining Ericsson position as of Q4 2023 after selling out during the quarter.
  • CKW Financial Group sold 390 Ericsson shares in Q4 2023, an estimated $2K.
  • CKW Financial Group first reported a position in Ericsson in Q4 2013 and held it in 8 quarters.
  • CKW Financial Group's Ericsson position peaked at $14K in Q1 2014.
  • 248 funds tracked by Wall St. Rank held Ericsson as of Q4 2023.

Based on CKW Financial Group's 13F filing for Q4 2023, filed 26 Jan 2024.