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J.W. Cole Advisors’s Ericsson ERIC Stock Holding History

J.W. Cole 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
2025
Q3 		– Sell
-10,624
Closed -$90.1K – 1568
2025
Q2 		$90.1K Buy
+10,624
New +$87.3K ﹤0.01% 1414
2023
Q1 		– Sell
-27,439
Closed -$160K – 783
2022
Q4 		$160K Sell
27,439
-15,417
-36% -$92.7K 0.01% 700
2022
Q3 		$246K Sell
42,856
-2,038
-5% -$14.6K 0.02% 602
2022
Q2 		$332K Sell
44,894
-82
-0.2% -$670 0.03% 519
2022
Q1 		$411K Buy
44,976
+1,590
+4% +$16.6K 0.03% 513
2021
Q4 		$472K Buy
43,386
+262
+0.6% +$2.86K 0.03% 489
2021
Q3 		$489K Buy
+43,124
New +$510K 0.03% 269
2020
Q4 		– Sell
-10,218
Closed -$111K – 704
2020
Q3 		$111K Buy
+10,218
New +$113K 0.01% 728

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

J.W. Cole Advisors's ERIC Position: Q3 2025 in Review

J.W. Cole Advisors sold out of Ericsson (ERIC) in Q3 2025, closing a stake of 10,624 shares — an estimated $90.1K sold.

J.W. Cole Advisors first reported a position in ERIC in Q3 2020 and held it in 8 quarters. The position peaked at $489K in Q3 2021. 327 funds tracked by Wall St. Rank hold ERIC as of Q3 2025.

  • J.W. Cole Advisors reported no remaining Ericsson position as of Q3 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 10,624 Ericsson shares in Q3 2025, an estimated $90.1K.
  • J.W. Cole Advisors first reported a position in Ericsson in Q3 2020 and held it in 8 quarters.
  • J.W. Cole Advisors's Ericsson position peaked at $489K in Q3 2021.
  • 327 funds tracked by Wall St. Rank held Ericsson as of Q3 2025.

Based on J.W. Cole Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.