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 Q2	–	Sell	-29,219	Closed	-$329K	–	1577
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

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Evergreen Capital Management's ERIC Position: Q2 2026 in Review

Evergreen Capital Management sold out of Ericsson (ERIC) in Q2 2026, closing a stake of 29,219 shares — an estimated $329K sold.

Evergreen Capital Management first reported a position in ERIC in Q4 2020 and held it in 10 quarters. The position peaked at $5.57M in Q1 2023. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Evergreen Capital Management reported no remaining Ericsson position as of Q2 2026 after selling out during the quarter.
Evergreen Capital Management sold 29,219 Ericsson shares in Q2 2026, an estimated $329K.
Evergreen Capital Management first reported a position in Ericsson in Q4 2020 and held it in 10 quarters.
Evergreen Capital Management's Ericsson position peaked at $5.57M in Q1 2023.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.