Contravisory Investment Management’s Ericsson ERIC Stock Holding History

Contravisory Investment Management’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
2026 Q2	$270K	Buy	+24,207	New	+$292K	0.05%	199
2025 Q3	–	Sell	-29,046	Closed	-$246K	–	383
2025 Q2	$246K	Buy	29,046 +1,892	+7%	+$15.5K	0.05%	229
2025 Q1	$211K	Buy	+27,154	New	+$219K	0.04%	242
2019 Q4	–	Sell	-5,883	Closed	-$47K	–	282
2019 Q3	$47K	Buy	5,883 +194	+3%	+$1.65K	0.02%	228
2019 Q2	$54K	Hold	5,689	–	–	0.02%	221
2019 Q1	$52K	Buy	+5,689	New	+$51.4K	0.02%	214

Other funds holding ERIC

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return