Diversified Trust’s Ericsson ERIC Stock Holding History

Diversified Trust’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 Q1	$3.5M	Buy	310,929 +2,721	+0.9%	+$29.5K	0.07%	164
2025 Q4	$2.97M	Sell	308,208 -79,632	-21%	-$754K	0.05%	185
2025 Q3	$3.21M	Buy	387,840 +49,363	+15%	+$386K	0.06%	169
2025 Q2	$2.87M	Sell	338,477 -5,488	-2%	-$45.1K	0.06%	173
2025 Q1	$2.67M	Hold	343,965	–	–	0.07%	169
2024 Q4	$2.77M	Buy	343,965 +140,116	+69%	+$1.14M	0.07%	172
2024 Q3	$1.55M	Buy	+203,849	New	+$1.43M	0.04%	271
2021 Q1	–	Sell	-42,693	Closed	-$510K	–	799
2020 Q4	$510K	Hold	42,693	–	–	0.02%	336
2020 Q3	$465K	Buy	+42,693	New	+$471K	0.02%	330

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 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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments

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