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IHT Wealth Management’s Ericsson ERIC Stock Holding History

IHT 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
2022
Q4 		– Sell
-11,447
Closed -$66K – 914
2022
Q3 		$66K Hold
11,447
– – 0.01% 839
2022
Q2 		$85K Sell
11,447
-2,641
-19% -$21.6K 0.01% 706
2022
Q1 		$129K Sell
14,088
-1,100
-7% -$11.5K 0.01% 735
2021
Q4 		$165K Buy
+15,188
New +$166K 0.01% 763
2018
Q2 		– Sell
-3,505
Closed -$22K – 699
2018
Q1 		$22K Hold
3,505
– – 0.01% 939
2017
Q4 		$24K Buy
3,505
+2,342
+201% +$14.6K 0.01% 931
2017
Q3 		$7K Buy
1,163
+1,000
+613% +$6.18K ﹤0.01% 1028
2017
Q2 		$95 Hold
163
– – 0.05% 348
2017
Q1 		$1K Hold
163
– – ﹤0.01% 1158
2016
Q4 		$1K Buy
+163
New +$900 ﹤0.01% 1104

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
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IHT Wealth Management's ERIC Position: Q4 2022 in Review

IHT Wealth Management sold out of Ericsson (ERIC) in Q4 2022, closing a stake of 11,447 shares — an estimated $66K sold.

IHT Wealth Management first reported a position in ERIC in Q4 2016 and held it in 10 quarters. The position peaked at $165K in Q4 2021. 297 funds tracked by Wall St. Rank hold ERIC as of Q4 2022.

  • IHT Wealth Management reported no remaining Ericsson position as of Q4 2022 after selling out during the quarter.
  • IHT Wealth Management sold 11,447 Ericsson shares in Q4 2022, an estimated $66K.
  • IHT Wealth Management first reported a position in Ericsson in Q4 2016 and held it in 10 quarters.
  • IHT Wealth Management's Ericsson position peaked at $165K in Q4 2021.
  • 297 funds tracked by Wall St. Rank held Ericsson as of Q4 2022.

Based on IHT Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.