IA
ERIC icon

Inspire Advisors’s Ericsson ERIC Stock Holding History

Inspire Advisors’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
Q1 		– Sell
-14,022
Closed -$81.9K – 217
2022
Q4 		$81.9K Sell
14,022
-18,252
-57% -$110K 0.02% 169
2022
Q3 		$185K Buy
32,274
+7,412
+30% +$53.1K 0.05% 131
2022
Q2 		$184K Buy
24,862
+12,294
+98% +$100K 0.05% 92
2022
Q1 		$115K Buy
+12,568
New +$131K 0.03% 103
2021
Q1 		– Sell
-6,190
Closed -$74K – 285
2020
Q4 		$74K Buy
+6,190
New +$72.5K 0.03% 177

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Inspire Advisors's ERIC Position: Q1 2023 in Review

Inspire Advisors sold out of Ericsson (ERIC) in Q1 2023, closing a stake of 14,022 shares — an estimated $81.9K sold.

Inspire Advisors first reported a position in ERIC in Q4 2020 and held it in 5 quarters. The position peaked at $185K in Q3 2022. 270 funds tracked by Wall St. Rank hold ERIC as of Q1 2023.

  • Inspire Advisors reported no remaining Ericsson position as of Q1 2023 after selling out during the quarter.
  • Inspire Advisors sold 14,022 Ericsson shares in Q1 2023, an estimated $81.9K.
  • Inspire Advisors first reported a position in Ericsson in Q4 2020 and held it in 5 quarters.
  • Inspire Advisors's Ericsson position peaked at $185K in Q3 2022.
  • 270 funds tracked by Wall St. Rank held Ericsson as of Q1 2023.

Based on Inspire Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.