Evergreen Capital Management’s Ericsson ERIC Stock Holding History

Evergreen Capital 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
2026 Q1	$329K	Buy	29,219 +11,258	+63%	+$122K	0.01%	1056
2025 Q4	$173K	Buy	17,961 +515	+3%	+$4.88K	﹤0.01%	1336
2025 Q3	$147K	Buy	17,446 +2,346	+16%	+$18.4K	﹤0.01%	1262
2025 Q2	$128K	Buy	15,100 +148	+1%	+$1.22K	﹤0.01%	1078
2025 Q1	$116K	Buy	+14,952	New	+$121K	﹤0.01%	1057
2023 Q2	–	Sell	-952,990	Closed	-$5.57M	–	813
2023 Q1	$5.57M	Buy	+952,990	New	+$5.44M	0.25%	117
2021 Q4	–	Sell	-193,082	Closed	-$2.16M	–	641
2021 Q3	$2.16M	Buy	193,082 +415	+0.2%	+$4.9K	0.1%	205
2021 Q2	$2.42M	Buy	192,667 +3,500	+2%	+$46.8K	0.12%	186
2021 Q1	$2.5M	Sell	189,167 -327	-0.2%	-$4.16K	0.13%	168
2020 Q4	$2.26M	Buy	+189,494	New	+$2.22M	0.13%	158

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Arrowstreet Capital

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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