Evergreen Wealth Solutions’s Ericsson ERIC Stock Holding History

Evergreen Wealth Solutions’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	$238K	Sell	21,084 -2,218	-10%	-$24K	0.02%	371
2025 Q4	$225K	Sell	23,302 -118	-0.5%	-$1.12K	0.03%	199
2025 Q3	$194K	Buy	+23,420	New	+$183K	0.11%	122
2023 Q2	–	Sell	-10,510	Closed	-$61K	–	105
2023 Q1	$61K	Sell	10,510 -826	-7%	-$4.71K	0.07%	100
2022 Q4	$66K	Buy	11,336 +435	+4%	+$2.61K	0.09%	91
2022 Q3	$63K	Buy	+10,901	New	+$78.1K	0.09%	90

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

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