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Householder Group Estate & Retirement Specialist’s Ericsson ERIC Stock Holding History

Householder Group Estate & Retirement Specialist’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
-300
Closed -$1K – 1207
2024
Q2 		$1K Hold
300
– – ﹤0.01% 1126
2024
Q1 		$1.65K Hold
300
– – ﹤0.01% 1073
2023
Q4 		$1K Sell
300
-100
-25% -$507 ﹤0.01% 1056
2023
Q3 		$1.94K Buy
+400
New +$2.04K ﹤0.01% 1077
2023
Q1 		$2K Buy
+400
New +$2.28K ﹤0.01% 1073
2022
Q4 		– Sell
-400
Closed -$2K – 533
2022
Q3 		$2K Buy
+400
New +$2.87K ﹤0.01% 952

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

Householder Group Estate & Retirement Specialist's ERIC Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Ericsson (ERIC) in Q3 2024, closing a stake of 300 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in ERIC in Q3 2022 and held it in 6 quarters. The position peaked at $2K in Q1 2023. 267 funds tracked by Wall St. Rank hold ERIC as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Ericsson position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 300 Ericsson shares in Q3 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in Ericsson in Q3 2022 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Ericsson position peaked at $2K in Q1 2023.
  • 267 funds tracked by Wall St. Rank held Ericsson as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.