Harel Insurance Investments & Financial Services’s Ericsson ERIC Stock Holding History

Harel Insurance Investments & Financial Services’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
2023 Q1	–	Sell	-4,000	Closed	-$24K	–	707
2022 Q4	$24K	Hold	4,000	–	–	﹤0.01%	556
2022 Q3	$23K	Sell	4,000 -159,000	-98%	-$1.14M	﹤0.01%	586
2022 Q2	$1.21M	Buy	163,000 +62,000	+61%	+$506K	0.03%	168
2022 Q1	$923K	Buy	+101,000	New	+$1.05M	0.02%	202
2021 Q3	–	Sell	-7,500	Closed	-$308K	–	714
2021 Q2	$308K	Buy	+7,500	New	+$100K	0.01%	542

Other funds holding ERIC

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

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

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Harel Insurance Investments & Financial Services's ERIC Position: Q1 2023 in Review

Harel Insurance Investments & Financial Services sold out of Ericsson (ERIC) in Q1 2023, closing a stake of 4,000 shares — an estimated $24K sold.

Harel Insurance Investments & Financial Services first reported a position in ERIC in Q2 2021 and held it in 5 quarters. The position peaked at $1.21M in Q2 2022. 271 funds tracked by Wall St. Rank hold ERIC as of Q1 2023.

Harel Insurance Investments & Financial Services reported no remaining Ericsson position as of Q1 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 4,000 Ericsson shares in Q1 2023, an estimated $24K.
Harel Insurance Investments & Financial Services first reported a position in Ericsson in Q2 2021 and held it in 5 quarters.
Harel Insurance Investments & Financial Services's Ericsson position peaked at $1.21M in Q2 2022.
271 funds tracked by Wall St. Rank held Ericsson as of Q1 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2023, filed 2 May 2023.