Financial Engines Advisors
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Financial Engines Advisors’s Ericsson ERIC Stock Holding History

Financial Engines 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
2025
Q1 		– Sell
-16,284
Closed -$131K – 436
2024
Q4 		$131K Buy
+16,284
New +$132K ﹤0.01% 437

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Arrowstreet Capital
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Morgan Stanley
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Renaissance Technologies
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return

Financial Engines Advisors's ERIC Position: Q1 2025 in Review

Financial Engines Advisors sold out of Ericsson (ERIC) in Q1 2025, closing a stake of 16,284 shares — an estimated $131K sold.

Financial Engines Advisors first reported a position in ERIC in Q4 2024 and held it in 1 quarter. The position peaked at $131K in Q4 2024. 323 funds tracked by Wall St. Rank hold ERIC as of Q1 2025.

  • Financial Engines Advisors reported no remaining Ericsson position as of Q1 2025 after selling out during the quarter.
  • Financial Engines Advisors sold 16,284 Ericsson shares in Q1 2025, an estimated $131K.
  • Financial Engines Advisors first reported a position in Ericsson in Q4 2024 and held it in 1 quarter.
  • Financial Engines Advisors's Ericsson position peaked at $131K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held Ericsson as of Q1 2025.

Based on Financial Engines Advisors's 13F filing for Q1 2025, filed 12 May 2025.