Forum Financial Management’s Ericsson ERIC Stock Holding History

Forum Financial Management’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
2026 Q1	–	Sell	-326,980	Closed	-$3.16M	–	548
2025 Q4	$3.16M	Hold	326,980	–	–	0.04%	100
2025 Q3	$2.7M	Buy	326,980 +74,728	+30%	+$585K	0.04%	109
2025 Q2	$2.14M	Sell	252,252 -22,333	-8%	-$184K	0.03%	117
2025 Q1	$2.13M	Hold	274,585	–	–	0.04%	110
2024 Q4	$2.21M	Buy	274,585 +199,171	+264%	+$1.62M	0.04%	106
2024 Q3	$572K	Hold	75,414	–	–	0.01%	293
2024 Q2	$465K	Buy	75,414 +32,400	+75%	+$181K	0.01%	330
2024 Q1	$237K	Sell	43,014 -10	-0%	-$56	﹤0.01%	620
2023 Q4	$271K	Sell	43,024 -91,004	-68%	-$461K	0.01%	499
2023 Q3	$651K	Hold	134,028	–	–	0.01%	221
2023 Q2	$730K	Sell	134,028 -15	-0%	-$80	0.02%	209
2023 Q1	$784K	Hold	134,043	–	–	0.02%	175
2022 Q4	$783K	Hold	134,043	–	–	0.03%	173
2022 Q3	$769K	Hold	134,043	–	–	0.04%	145
2022 Q2	$992K	Hold	134,043	–	–	0.05%	125
2022 Q1	$1.23M	Hold	134,043	–	–	0.06%	101
2021 Q4	$1.46M	Buy	+134,043	New	+$1.47M	0.07%	86

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments

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