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Fiduciary Alliance’s Ericsson ERIC Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-232
Closed -$1.26K – 404
2023
Q2 		$1.26K Buy
+232
New +$1.25K ﹤0.01% 841
2023
Q1 		– Sell
-232
Closed -$1.35K – 367
2022
Q4 		$1.35K Buy
+232
New +$1.39K ﹤0.01% 743

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return

Fiduciary Alliance's ERIC Position: Q3 2023 in Review

Fiduciary Alliance sold out of Ericsson (ERIC) in Q3 2023, closing a stake of 232 shares — an estimated $1.26K sold.

Fiduciary Alliance first reported a position in ERIC in Q4 2022 and held it in 2 quarters. The position peaked at $1.35K in Q4 2022. 236 funds tracked by Wall St. Rank hold ERIC as of Q3 2023.

  • Fiduciary Alliance reported no remaining Ericsson position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 232 Ericsson shares in Q3 2023, an estimated $1.26K.
  • Fiduciary Alliance first reported a position in Ericsson in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Ericsson position peaked at $1.35K in Q4 2022.
  • 236 funds tracked by Wall St. Rank held Ericsson as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.