Disciplined Investments’s Ericsson ERIC Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-67	Closed	-$365	–	552
2023 Q2	$365	Hold	67	–	–	﹤0.01%	1339
2023 Q1	$392	Hold	67	–	–	﹤0.01%	1304
2022 Q4	$391	Hold	67	–	–	﹤0.01%	1270
2022 Q3	$0	Hold	67	–	–	﹤0.01%	1336
2022 Q2	$0	Hold	67	–	–	﹤0.01%	1360
2022 Q1	$1K	Hold	67	–	–	﹤0.01%	951
2021 Q4	$1K	Hold	67	–	–	﹤0.01%	467
2021 Q3	$1K	Hold	67	–	–	﹤0.01%	420
2021 Q2	$1K	Hold	67	–	–	﹤0.01%	403
2021 Q1	$1K	Hold	67	–	–	﹤0.01%	361
2020 Q4	$1K	Hold	67	–	–	﹤0.01%	300
2020 Q3	$1K	Hold	67	–	–	﹤0.01%	371
2020 Q2	$1K	Hold	67	–	–	﹤0.01%	377
2020 Q1	$1K	Hold	67	–	–	﹤0.01%	390
2019 Q4	$1K	Buy	+67	New	+$593	﹤0.01%	401

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return

Disciplined Investments's ERIC Position: Q3 2023 in Review

Disciplined Investments sold out of Ericsson (ERIC) in Q3 2023, closing a stake of 67 shares — an estimated $365 sold.

Disciplined Investments first reported a position in ERIC in Q4 2019 and held it in 15 quarters. The position peaked at $1K in Q1 2022. 236 funds tracked by Wall St. Rank hold ERIC as of Q3 2023.

Disciplined Investments reported no remaining Ericsson position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 67 Ericsson shares in Q3 2023, an estimated $365.
Disciplined Investments first reported a position in Ericsson in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Ericsson position peaked at $1K in Q1 2022.
236 funds tracked by Wall St. Rank held Ericsson as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.