GI
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Gradient Investments’s Ericsson ERIC Stock Holding History

Gradient Investments’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
Q3 		– Sell
-150
Closed -$926 – 610
2024
Q2 		$926 Buy
+150
New +$838 ﹤0.01% 1088
2024
Q1 		– Sell
-200
Closed -$1.26K – 1408
2023
Q4 		$1.26K Hold
200
– – ﹤0.01% 1353
2023
Q3 		$972 Sell
200
-929
-82% -$4.73K ﹤0.01% 1389
2023
Q2 		$6.15K Hold
1,129
– – ﹤0.01% 912
2023
Q1 		$6.61K Buy
1,129
+929
+465% +$5.3K ﹤0.01% 893
2022
Q4 		$1.17K Sell
200
-200
-50% -$1.2K ﹤0.01% 1170
2022
Q3 		$2K Hold
400
– – ﹤0.01% 1135
2022
Q2 		$3K Hold
400
– – ﹤0.01% 978
2022
Q1 		$4K Sell
400
-62
-13% -$646 ﹤0.01% 920
2021
Q4 		$5K Sell
462
-30
-6% -$328 ﹤0.01% 928
2021
Q3 		$6K Hold
492
– – ﹤0.01% 854
2021
Q2 		$6K Hold
492
– – ﹤0.01% 844
2021
Q1 		$6K Hold
492
– – ﹤0.01% 852
2020
Q4 		$5K Hold
492
– – ﹤0.01% 803
2020
Q3 		$5K Hold
492
– – ﹤0.01% 809
2020
Q2 		$5K Buy
492
+92
+23% +$799 ﹤0.01% 737
2020
Q1 		$3K Buy
400
+200
+100% +$1.64K ﹤0.01% 846
2019
Q4 		$2K Hold
200
– – ﹤0.01% 934
2019
Q3 		$2K Hold
200
– – ﹤0.01% 921
2019
Q2 		$2K Buy
+200
New +$1.94K ﹤0.01% 871
2016
Q2 		– Sell
-200
Closed -$2K – 731
2016
Q1 		$2K Buy
+200
New +$1.84K ﹤0.01% 613
2015
Q2 		– Sell
-75
Closed -$1K – 643
2015
Q1 		$1K Buy
+75
New +$939 ﹤0.01% 577
2013
Q4 		– Sell
-225
Closed -$3K – 597
2013
Q3 		$3K Buy
+225
New +$2.79K ﹤0.01% 377

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Gradient Investments's ERIC Position: Q3 2024 in Review

Gradient Investments sold out of Ericsson (ERIC) in Q3 2024, closing a stake of 150 shares — an estimated $926 sold.

Gradient Investments first reported a position in ERIC in Q3 2013 and held it in 23 quarters. The position peaked at $6.61K in Q1 2023. 266 funds tracked by Wall St. Rank hold ERIC as of Q3 2024.

  • Gradient Investments reported no remaining Ericsson position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 150 Ericsson shares in Q3 2024, an estimated $926.
  • Gradient Investments first reported a position in Ericsson in Q3 2013 and held it in 23 quarters.
  • Gradient Investments's Ericsson position peaked at $6.61K in Q1 2023.
  • 266 funds tracked by Wall St. Rank held Ericsson as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.