Evoke Wealth’s Ericsson ERIC Stock Holding History

Evoke Wealth’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
2020 Q3	–	Sell	-14	Closed	–	–	1046
2020 Q2	$0	Hold	14	–	–	﹤0.01%	1106
2020 Q1	$113	Hold	14	–	–	﹤0.01%	1103
2019 Q4	$123	Sell	14 -11	-44%	-$97	﹤0.01%	1242
2019 Q3	$199	Buy	+25	New	+$213	﹤0.01%	1386

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

Tairen Capital Hong Kong $924M AUM 105.21% 1-Year Est. Return

CMG

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Evoke Wealth's ERIC Position: Q3 2020 in Review

Evoke Wealth sold out of Ericsson (ERIC) in Q3 2020, closing a stake of 14 shares.

Evoke Wealth first reported a position in ERIC in Q3 2019 and held it in 4 quarters. The position peaked at $199 in Q3 2019. 316 funds tracked by Wall St. Rank hold ERIC as of Q3 2020.

Evoke Wealth reported no remaining Ericsson position as of Q3 2020 after selling out during the quarter.
Evoke Wealth sold 14 Ericsson shares in Q3 2020.
Evoke Wealth first reported a position in Ericsson in Q3 2019 and held it in 4 quarters.
Evoke Wealth's Ericsson position peaked at $199 in Q3 2019.
316 funds tracked by Wall St. Rank held Ericsson as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.