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FDx Advisors’s Ericsson ERIC Stock Holding History

FDx 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
2022
Q2 		– Sell
-33,805
Closed -$309K – 827
2022
Q1 		$309K Buy
33,805
+23,248
+220% +$242K 0.01% 652
2021
Q4 		$115K Buy
10,557
+360
+4% +$3.94K ﹤0.01% 841
2021
Q3 		$114K Sell
10,197
-1,772
-15% -$20.9K ﹤0.01% 802
2021
Q2 		$151K Sell
11,969
-710
-6% -$9.5K 0.01% 799
2021
Q1 		$167K Buy
12,679
+1,853
+17% +$23.6K 0.01% 753
2020
Q4 		$129K Buy
+10,826
New +$127K 0.01% 698
2019
Q3 		– Sell
-24,205
Closed -$230K – 675
2019
Q2 		$230K Buy
24,205
+1,223
+5% +$11.8K 0.01% 723
2019
Q1 		$211K Buy
+22,982
New +$208K 0.01% 722
2017
Q4 		– Sell
-19,192
Closed -$110K – 1258
2017
Q3 		$110K Sell
19,192
-3,380
-15% -$20.9K ﹤0.01% 1231
2017
Q2 		$162K Sell
22,572
-12,140
-35% -$82.3K ﹤0.01% 1145
2017
Q1 		$230K Buy
34,712
+3,199
+10% +$19.7K 0.01% 1063
2016
Q4 		$184K Sell
31,513
-16,617
-35% -$91.7K 0.01% 1090
2016
Q3 		$347K Buy
48,130
+5,742
+14% +$41.6K 0.01% 733
2016
Q2 		$326K Buy
42,388
+1,671
+4% +$13.7K 0.01% 726
2016
Q1 		$408K Buy
40,717
+24,988
+159% +$230K 0.02% 640
2015
Q4 		$151K Buy
+15,729
New +$153K 0.01% 838
2015
Q1 		– Sell
-14,404
Closed -$174K – 1884
2014
Q4 		$174K Sell
14,404
-5,597
-28% -$67.4K 0.01% 852
2014
Q3 		$252K Buy
20,001
+647
+3% +$8.03K 0.02% 845
2014
Q2 		$234K Buy
+19,354
New +$241K 0.02% 888

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

FDx Advisors's ERIC Position: Q2 2022 in Review

FDx Advisors sold out of Ericsson (ERIC) in Q2 2022, closing a stake of 33,805 shares — an estimated $309K sold.

FDx Advisors first reported a position in ERIC in Q2 2014 and held it in 19 quarters. The position peaked at $408K in Q1 2016. 316 funds tracked by Wall St. Rank hold ERIC as of Q2 2022.

  • FDx Advisors reported no remaining Ericsson position as of Q2 2022 after selling out during the quarter.
  • FDx Advisors sold 33,805 Ericsson shares in Q2 2022, an estimated $309K.
  • FDx Advisors first reported a position in Ericsson in Q2 2014 and held it in 19 quarters.
  • FDx Advisors's Ericsson position peaked at $408K in Q1 2016.
  • 316 funds tracked by Wall St. Rank held Ericsson as of Q2 2022.

Based on FDx Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.