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Horan Securities’s Ericsson ERIC Stock Holding History

Horan Securities’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
Q3 		– Sell
-229
Closed -$1.25K – 258
2023
Q2 		$1.25K Buy
229
+3
+1% +$16 ﹤0.01% 609
2023
Q1 		$1.32K Hold
226
– – ﹤0.01% 601
2022
Q4 		$1.32K Buy
226
+2
+0.9% +$12 ﹤0.01% 596
2022
Q3 		$1K Hold
224
– – ﹤0.01% 537
2022
Q2 		$2K Buy
224
+2
+0.9% +$16 ﹤0.01% 537
2022
Q1 		$2K Hold
222
– – ﹤0.01% 447
2021
Q4 		$2K Buy
+222
New +$2.43K ﹤0.01% 451
2021
Q2 		$0 Buy
+29
New +$388 ﹤0.01% 473

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
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return

Horan Securities's ERIC Position: Q3 2023 in Review

Horan Securities sold out of Ericsson (ERIC) in Q3 2023, closing a stake of 229 shares — an estimated $1.25K sold.

Horan Securities first reported a position in ERIC in Q2 2021 and held it in 8 quarters. The position peaked at $2K in Q2 2022. 236 funds tracked by Wall St. Rank hold ERIC as of Q3 2023.

  • Horan Securities reported no remaining Ericsson position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 229 Ericsson shares in Q3 2023, an estimated $1.25K.
  • Horan Securities first reported a position in Ericsson in Q2 2021 and held it in 8 quarters.
  • Horan Securities's Ericsson position peaked at $2K in Q2 2022.
  • 236 funds tracked by Wall St. Rank held Ericsson as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.