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Dorchester Wealth Management’s Ericsson ERIC Stock Holding History

Dorchester Wealth 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
2024
Q4 		– Sell
-85,350
Closed -$647K – 155
2024
Q3 		$647K Sell
85,350
-13,000
-13% -$91K 0.12% 84
2024
Q2 		$607K Buy
98,350
+2,700
+3% +$15.1K 0.12% 87
2024
Q1 		$527K Buy
95,650
+2,000
+2% +$11.3K 0.09% 102
2023
Q4 		$590K Sell
93,650
-6,350
-6% -$32.2K 0.11% 90
2023
Q3 		$486K Sell
100,000
-22,600
-18% -$115K 0.1% 100
2023
Q2 		$668K Buy
122,600
+2,350
+2% +$12.6K 0.14% 85
2023
Q1 		$703K Buy
120,250
+47,600
+66% +$272K 0.14% 85
2022
Q4 		$424K Buy
72,650
+14,950
+26% +$89.8K 0.1% 99
2022
Q3 		$331K Buy
57,700
+5,000
+9% +$35.8K 0.07% 121
2022
Q2 		$390K Buy
+52,700
New +$431K 0.08% 112

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Dorchester Wealth Management's ERIC Position: Q4 2024 in Review

Dorchester Wealth Management sold out of Ericsson (ERIC) in Q4 2024, closing a stake of 85,350 shares — an estimated $647K sold.

Dorchester Wealth Management first reported a position in ERIC in Q2 2022 and held it in 10 quarters. The position peaked at $703K in Q1 2023. 317 funds tracked by Wall St. Rank hold ERIC as of Q4 2024.

  • Dorchester Wealth Management reported no remaining Ericsson position as of Q4 2024 after selling out during the quarter.
  • Dorchester Wealth Management sold 85,350 Ericsson shares in Q4 2024, an estimated $647K.
  • Dorchester Wealth Management first reported a position in Ericsson in Q2 2022 and held it in 10 quarters.
  • Dorchester Wealth Management's Ericsson position peaked at $703K in Q1 2023.
  • 317 funds tracked by Wall St. Rank held Ericsson as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.