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Doliver Advisors’s Ericsson ERIC Stock Holding History

Doliver 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
2023
Q4 		– Sell
-18,550
Closed -$90.2K – 147
2023
Q3 		$90.2K Sell
18,550
-900
-5% -$4.58K 0.03% 144
2023
Q2 		$106K Sell
19,450
-850
-4% -$4.56K 0.03% 161
2023
Q1 		$119K Sell
20,300
-3,300
-14% -$18.8K 0.04% 163
2022
Q4 		$138K Hold
23,600
– – 0.05% 147
2022
Q3 		$135K Hold
23,600
– – 0.05% 143
2022
Q2 		$175K Hold
23,600
– – 0.06% 154
2022
Q1 		$216K Buy
+23,600
New +$246K 0.07% 157

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 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
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Doliver Advisors's ERIC Position: Q4 2023 in Review

Doliver Advisors sold out of Ericsson (ERIC) in Q4 2023, closing a stake of 18,550 shares — an estimated $90.2K sold.

Doliver Advisors first reported a position in ERIC in Q1 2022 and held it in 7 quarters. The position peaked at $216K in Q1 2022. 248 funds tracked by Wall St. Rank hold ERIC as of Q4 2023.

  • Doliver Advisors reported no remaining Ericsson position as of Q4 2023 after selling out during the quarter.
  • Doliver Advisors sold 18,550 Ericsson shares in Q4 2023, an estimated $90.2K.
  • Doliver Advisors first reported a position in Ericsson in Q1 2022 and held it in 7 quarters.
  • Doliver Advisors's Ericsson position peaked at $216K in Q1 2022.
  • 248 funds tracked by Wall St. Rank held Ericsson as of Q4 2023.

Based on Doliver Advisors's 13F filing for Q4 2023, filed 3 Jan 2024.