Fulton Bank’s Ericsson ERIC Stock Holding History

Fulton Bank’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 Q2	$221K	Sell	19,846 -3,271	-14%	-$39.4K	0.01%	661
2026 Q1	$261K	Sell	23,117 -1,669	-7%	-$18.1K	0.01%	590
2025 Q4	$239K	Buy	24,786 +2,513	+11%	+$23.8K	0.01%	615
2025 Q3	$184K	Sell	22,273 -2,043	-8%	-$16K	0.01%	660
2025 Q2	$206K	Buy	24,316 +9,271	+62%	+$76.2K	0.01%	642
2025 Q1	$117K	Buy	15,045 +2,388	+19%	+$19.3K	﹤0.01%	630
2024 Q4	$102K	Buy	+12,657	New	+$103K	﹤0.01%	657
2022 Q1	–	Sell	-13,340	Closed	-$145K	–	520
2021 Q4	$145K	Buy	13,340 +834	+7%	+$9.12K	0.01%	530
2021 Q3	$140K	Sell	12,506 -4,011	-24%	-$47.4K	0.01%	517
2021 Q2	$208K	Sell	16,517 -6,005	-27%	-$80.4K	0.01%	494
2021 Q1	$298K	Sell	22,522 -2,798	-11%	-$35.6K	0.02%	379
2020 Q4	$302K	Buy	+25,320	New	+$297K	0.02%	349

Other funds holding ERIC

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return