GoalVest Advisory’s Ericsson ERIC Stock Holding History

GoalVest Advisory’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
2021 Q2	$1K	Hold	40	–	–	﹤0.01%	233
2021 Q1	$1K	Hold	40	–	–	﹤0.01%	171
2020 Q4	$0	Buy	+40	New	+$469	﹤0.01%	206

Other funds holding ERIC

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

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

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

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

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

GoalVest Advisory's ERIC Position: Q2 2021 in Review

GoalVest Advisory held its Ericsson (ERIC) position steady in Q2 2021 at 40 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

GoalVest Advisory first reported a position in ERIC in Q4 2020 and has held it in 3 quarters since. 378 funds tracked by Wall St. Rank hold ERIC as of Q2 2021.

GoalVest Advisory held 40 shares of Ericsson worth $1K as of Q2 2021.
GoalVest Advisory left its Ericsson share count unchanged in Q2 2021.
Ericsson made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2021, its #233 holding.
GoalVest Advisory first reported a position in Ericsson in Q4 2020 and has held it in 3 quarters since.
378 funds tracked by Wall St. Rank held Ericsson as of Q2 2021.

Based on GoalVest Advisory's 13F filing for Q2 2021, filed 1 Sep 2021.