EP Wealth Advisors’s Ericsson ERIC Stock Holding History

EP Wealth 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
2021 Q1	–	Sell	-12,239	Closed	-$146K	–	495
2020 Q4	$146K	Buy	+12,239	New	+$143K	0.01%	427

Other funds holding ERIC

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CMG

Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

EP Wealth Advisors's ERIC Position: Q1 2021 in Review

EP Wealth Advisors sold out of Ericsson (ERIC) in Q1 2021, closing a stake of 12,239 shares — an estimated $146K sold.

EP Wealth Advisors first reported a position in ERIC in Q4 2020 and held it in 1 quarter. The position peaked at $146K in Q4 2020. 371 funds tracked by Wall St. Rank hold ERIC as of Q1 2021.

EP Wealth Advisors reported no remaining Ericsson position as of Q1 2021 after selling out during the quarter.
EP Wealth Advisors sold 12,239 Ericsson shares in Q1 2021, an estimated $146K.
EP Wealth Advisors first reported a position in Ericsson in Q4 2020 and held it in 1 quarter.
EP Wealth Advisors's Ericsson position peaked at $146K in Q4 2020.
371 funds tracked by Wall St. Rank held Ericsson as of Q1 2021.

Based on EP Wealth Advisors's 13F filing for Q1 2021, filed 17 May 2021.