Howe & Rusling’s Ericsson ERIC Stock Holding History

Howe & Rusling’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 Q3	–	Sell	-2,000	Closed	-$25K	–	993
2021 Q2	$25K	Buy	+2,000	New	+$26.8K	﹤0.01%	368

Other funds holding ERIC

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Howe & Rusling's ERIC Position: Q4 2022 in Review

Howe & Rusling sold out of Ericsson (ERIC) in Q4 2022, closing a stake of 100 shares — an estimated $1K sold.

Howe & Rusling first reported a position in ERIC in Q2 2013 and held it in 29 quarters. The position peaked at $1.06M in Q4 2019. 297 funds tracked by Wall St. Rank hold ERIC as of Q4 2022.

Howe & Rusling reported no remaining Ericsson position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 100 Ericsson shares in Q4 2022, an estimated $1K.
Howe & Rusling first reported a position in Ericsson in Q2 2013 and held it in 29 quarters.
Howe & Rusling's Ericsson position peaked at $1.06M in Q4 2019.
297 funds tracked by Wall St. Rank held Ericsson as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.