Janney Montgomery Scott
ERIC icon

Janney Montgomery Scott’s Ericsson ERIC Stock Holding History

Janney Montgomery Scott’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
Q3 		– Sell
-25,506
Closed -$139K – 2633
2023
Q2 		$139K Buy
25,506
+1,823
+8% +$9.78K ﹤0.01% 2523
2023
Q1 		$139K Buy
+23,683
New +$135K ﹤0.01% 2341
2022
Q3 		– Sell
-10,450
Closed -$81K – 2525
2022
Q2 		$81K Sell
10,450
-355
-3% -$2.9K ﹤0.01% 2261
2022
Q1 		$99K Buy
+10,805
New +$113K ﹤0.01% 2178
2021
Q1 		– Sell
-12,120
Closed -$145K – 2280
2020
Q4 		$145K Buy
+12,120
New +$142K ﹤0.01% 2149
2020
Q1 		– Sell
-54,503
Closed -$479K – 1944
2019
Q4 		$479K Sell
54,503
-13,659
-20% -$121K ﹤0.01% 1441
2019
Q3 		$544K Buy
68,162
+273
+0.4% +$2.33K ﹤0.01% 1339
2019
Q2 		$645K Buy
67,889
+5,183
+8% +$50.2K 0.01% 1275
2019
Q1 		$576K Buy
62,706
+1,359
+2% +$12.3K ﹤0.01% 1318
2018
Q4 		$544K Sell
61,347
-1,632
-3% -$14.2K 0.01% 1246
2018
Q3 		$554K Buy
+62,979
New +$516K ﹤0.01% 1396
2017
Q2 		– Sell
-21,704
Closed -$144K – 1753
2017
Q1 		$144K Buy
21,704
+892
+4% +$5.5K ﹤0.01% 1662
2016
Q4 		$121K Sell
20,812
-102,090
-83% -$564K ﹤0.01% 1606
2016
Q3 		$886K Sell
122,902
-66,446
-35% -$482K 0.02% 716
2016
Q2 		$1.45M Buy
189,348
+119,621
+172% +$981K 0.03% 337
2016
Q1 		$699K Buy
+69,727
New +$642K 0.02% 636

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return

Janney Montgomery Scott's ERIC Position: Q3 2023 in Review

Janney Montgomery Scott sold out of Ericsson (ERIC) in Q3 2023, closing a stake of 25,506 shares — an estimated $139K sold.

Janney Montgomery Scott first reported a position in ERIC in Q1 2016 and held it in 16 quarters. The position peaked at $1.45M in Q2 2016. 236 funds tracked by Wall St. Rank hold ERIC as of Q3 2023.

  • Janney Montgomery Scott reported no remaining Ericsson position as of Q3 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 25,506 Ericsson shares in Q3 2023, an estimated $139K.
  • Janney Montgomery Scott first reported a position in Ericsson in Q1 2016 and held it in 16 quarters.
  • Janney Montgomery Scott's Ericsson position peaked at $1.45M in Q2 2016.
  • 236 funds tracked by Wall St. Rank held Ericsson as of Q3 2023.

Based on Janney Montgomery Scott's 13F filing for Q3 2023, filed 8 Nov 2023.