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Harvest Group Wealth Management’s Ericsson ERIC Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-3,192
Closed -$38K – 234
2020
Q4 		$38K Hold
3,192
– – 0.02% 117
2020
Q3 		$35K Hold
3,192
– – 0.02% 116
2020
Q2 		$29K Buy
3,192
+800
+33% +$6.94K 0.02% 120
2020
Q1 		$19K Sell
2,392
-1,000
-29% -$8.18K 0.02% 139
2019
Q4 		$29K Hold
3,392
– – 0.03% 115
2019
Q3 		$27K Hold
3,392
– – 0.03% 125
2019
Q2 		$32K Buy
3,392
+1,272
+60% +$12.3K 0.04% 98
2019
Q1 		$19K Buy
+2,120
New +$19.2K 0.02% 161

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Harvest Group Wealth Management's ERIC Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Ericsson (ERIC) in Q1 2021, closing a stake of 3,192 shares — an estimated $38K sold.

Harvest Group Wealth Management first reported a position in ERIC in Q1 2019 and held it in 8 quarters. The position peaked at $38K in Q4 2020. 371 funds tracked by Wall St. Rank hold ERIC as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Ericsson position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 3,192 Ericsson shares in Q1 2021, an estimated $38K.
  • Harvest Group Wealth Management first reported a position in Ericsson in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Ericsson position peaked at $38K in Q4 2020.
  • 371 funds tracked by Wall St. Rank held Ericsson as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.