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Clearstead Advisors’s Ericsson ERIC Stock Holding History

Clearstead 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
Q1 		– Sell
-65
Closed -$524 – 2236
2024
Q4 		$524 Buy
+65
New +$528 ﹤0.01% 1980
2023
Q4 		– Sell
-1,200
Closed -$5.83K – 1560
2023
Q3 		$5.83K Buy
+1,200
New +$6.11K ﹤0.01% 1207

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return

Clearstead Advisors's ERIC Position: Q1 2025 in Review

Clearstead Advisors sold out of Ericsson (ERIC) in Q1 2025, closing a stake of 65 shares — an estimated $524 sold.

Clearstead Advisors first reported a position in ERIC in Q3 2023 and held it in 2 quarters. The position peaked at $5.83K in Q3 2023. 323 funds tracked by Wall St. Rank hold ERIC as of Q1 2025.

  • Clearstead Advisors reported no remaining Ericsson position as of Q1 2025 after selling out during the quarter.
  • Clearstead Advisors sold 65 Ericsson shares in Q1 2025, an estimated $524.
  • Clearstead Advisors first reported a position in Ericsson in Q3 2023 and held it in 2 quarters.
  • Clearstead Advisors's Ericsson position peaked at $5.83K in Q3 2023.
  • 323 funds tracked by Wall St. Rank held Ericsson as of Q1 2025.

Based on Clearstead Advisors's 13F filing for Q1 2025, filed 13 May 2025.