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First Trust Direct Indexing’s Ericsson ERIC Stock Holding History

First Trust Direct Indexing’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
2024
Q4 		– Sell
-46,943
Closed -$356K – 297
2024
Q3 		$356K Sell
46,943
-503
-1% -$3.52K 0.02% 666
2024
Q2 		$293K Buy
47,446
+2,897
+7% +$16.2K 0.02% 676
2024
Q1 		$245K Buy
44,549
+2,931
+7% +$16.5K 0.02% 668
2023
Q4 		$262K Buy
41,618
+1,233
+3% +$6.25K 0.02% 620
2023
Q3 		$196K Sell
40,385
-2,592
-6% -$13.2K 0.02% 652
2023
Q2 		$234K Sell
42,977
-1,837
-4% -$9.86K 0.03% 615
2023
Q1 		$262K Buy
44,814
+468
+1% +$2.67K 0.03% 578
2022
Q4 		$259K Sell
44,346
-14,058
-24% -$84.5K 0.03% 551
2022
Q3 		$335K Sell
58,404
-15,670
-21% -$112K 0.05% 432
2022
Q2 		$548K Buy
74,074
+11,444
+18% +$93.5K 0.08% 331
2022
Q1 		$572K Buy
62,630
+12,964
+26% +$135K 0.07% 348
2021
Q4 		$540K Buy
49,666
+326
+0.7% +$3.56K 0.07% 335
2021
Q3 		$553K Buy
49,340
+7,983
+19% +$94.3K 0.08% 317
2021
Q2 		$520K Buy
41,357
+8,142
+25% +$109K 0.08% 313
2021
Q1 		$438K Buy
33,215
+277
+0.8% +$3.53K 0.12% 241
2020
Q4 		$394K Buy
+32,938
New +$386K 0.11% 235

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

First Trust Direct Indexing's ERIC Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Ericsson (ERIC) in Q4 2024, closing a stake of 46,943 shares — an estimated $356K sold.

First Trust Direct Indexing first reported a position in ERIC in Q4 2020 and held it in 16 quarters. The position peaked at $572K in Q1 2022. 317 funds tracked by Wall St. Rank hold ERIC as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Ericsson position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 46,943 Ericsson shares in Q4 2024, an estimated $356K.
  • First Trust Direct Indexing first reported a position in Ericsson in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Ericsson position peaked at $572K in Q1 2022.
  • 317 funds tracked by Wall St. Rank held Ericsson as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.