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Claro Advisors’s Ericsson ERIC Stock Holding History

Claro Advisors’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
Q2 		– Sell
-33,732
Closed -$262K – 417
2025
Q1 		$262K Buy
33,732
+1,563
+5% +$12.6K 0.04% 425
2024
Q4 		$259K Buy
+32,169
New +$261K 0.04% 395
2023
Q4 		– Sell
-10,553
Closed -$51.3K – 399
2023
Q3 		$51.3K Sell
10,553
-466
-4% -$2.37K 0.01% 367
2023
Q2 		$60.1K Buy
+11,019
New +$59.1K 0.01% 371

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return

Claro Advisors's ERIC Position: Q2 2025 in Review

Claro Advisors sold out of Ericsson (ERIC) in Q2 2025, closing a stake of 33,732 shares — an estimated $262K sold.

Claro Advisors first reported a position in ERIC in Q2 2023 and held it in 4 quarters. The position peaked at $262K in Q1 2025. 355 funds tracked by Wall St. Rank hold ERIC as of Q2 2025.

  • Claro Advisors reported no remaining Ericsson position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 33,732 Ericsson shares in Q2 2025, an estimated $262K.
  • Claro Advisors first reported a position in Ericsson in Q2 2023 and held it in 4 quarters.
  • Claro Advisors's Ericsson position peaked at $262K in Q1 2025.
  • 355 funds tracked by Wall St. Rank held Ericsson as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.