Institute for Wealth Management’s Ericsson ERIC Stock Holding History

Institute for 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
2026 Q1	$693K	Hold	61,525	–	–	0.07%	257
2025 Q4	$594K	Sell	61,525 -1,813	-3%	-$17.2K	0.06%	272
2025 Q3	$524K	Buy	63,338 +3,063	+5%	+$24K	0.05%	317
2025 Q2	$511K	Hold	60,275	–	–	0.06%	314
2025 Q1	$468K	Buy	60,275 +1,209	+2%	+$9.76K	0.06%	307
2024 Q4	$476K	Sell	59,066 -2,155	-4%	-$17.5K	0.06%	294
2024 Q3	$464K	Sell	61,221 -5,460	-8%	-$38.2K	0.06%	316
2024 Q2	$411K	Hold	66,681	–	–	0.06%	323
2024 Q1	$367K	Buy	66,681 +9,293	+16%	+$52.4K	0.05%	346
2023 Q4	$362K	Buy	57,388 +24,643	+75%	+$125K	0.06%	334
2023 Q3	$159K	Buy	32,745 +9,900	+43%	+$50.4K	0.03%	443
2023 Q2	$125K	Buy	+22,845	New	+$123K	0.02%	453
2018 Q3	–	Sell	-32,953	Closed	-$248K	–	208
2018 Q2	$248K	Buy	32,953 +12,625	+62%	+$92.3K	0.08%	204
2018 Q1	$154K	Buy	20,328 +9,117	+81%	+$61.4K	0.05%	253
2017 Q4	$75K	Sell	11,211 -10,796	-49%	-$67.3K	0.02%	378
2017 Q3	$127K	Buy	+22,007	New	+$136K	0.04%	248

Other funds holding ERIC

Hotchkis & Wiley Capital Management

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Primecap Management

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return