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Corient Private Wealth’s
Ericsson
ERIC
Stock Holding History
Corient Private Wealth’s Portfolio
ERIC Stock Details
ERIC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$543K
Sell
49,607
-49,794
-50%
-$539K
﹤0.01%
1987
2025
Q4
$936K
Buy
99,401
+53,258
+115%
+$504K
﹤0.01%
1917
2025
Q3
$382K
Buy
46,143
+1,181
+3%
+$9.24K
﹤0.01%
1968
2025
Q2
$381K
Sell
44,962
-11,698
-21%
-$96.1K
﹤0.01%
1857
2025
Q1
$440K
Sell
56,660
-27,370
-33%
-$221K
﹤0.01%
1656
2024
Q4
$677K
Buy
84,030
+17,177
+26%
+$140K
﹤0.01%
1471
2024
Q3
$507K
Sell
66,853
-50,458
-43%
-$353K
﹤0.01%
1723
2024
Q2
$724K
Buy
117,311
+66,519
+131%
+$372K
﹤0.01%
1464
2024
Q1
$280K
Sell
50,792
-5,187
-9%
-$29.2K
﹤0.01%
1928
2023
Q4
$353K
Sell
55,979
-7,243
-11%
-$36.7K
﹤0.01%
1787
2023
Q3
$330K
Sell
63,222
-101,712
-62%
-$518K
﹤0.01%
1710
2023
Q2
$899K
Sell
164,934
-597
-0.4%
-$3.2K
﹤0.01%
1195
2023
Q1
$968K
Buy
165,531
+109,408
+195%
+$624K
﹤0.01%
1099
2022
Q4
$328K
Buy
+56,123
New
+$337K
﹤0.01%
1304
Other funds holding ERIC
Hotchkis & Wiley Capital Management
Los Angeles, California
$32.4B AUM
17.21%
1-Year Est. Return
Acadian Asset Management
Boston, Massachusetts
$70.5B AUM
36%
1-Year Est. Return
Primecap Management
Pasadena, California
$127B AUM
44.11%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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