LJAC
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L.J. Altfest & Co’s Ericsson ERIC Stock Holding History

L.J. Altfest & Co’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
-36,463
Closed -$209K – 263
2022
Q3 		$209K Buy
+36,463
New +$261K 0.04% 247
2022
Q1 		– Sell
-44,702
Closed -$486K – 264
2021
Q4 		$486K Buy
44,702
+14,578
+48% +$159K 0.09% 154
2021
Q3 		$337K Buy
30,124
+17,027
+130% +$201K 0.07% 189
2021
Q2 		$165K Buy
13,097
+22
+0.2% +$294 0.04% 257
2021
Q1 		$172K Sell
13,075
-4,935
-27% -$62.8K 0.04% 263
2020
Q4 		$215K Sell
18,010
-284
-2% -$3.33K 0.05% 245
2020
Q3 		$199K Sell
18,294
-11,859
-39% -$131K 0.05% 219
2020
Q2 		$280K Sell
30,153
-12,041
-29% -$105K 0.08% 166
2020
Q1 		$341K Sell
42,194
-8,812
-17% -$72.1K 0.11% 122
2019
Q4 		$744K Buy
51,006
+10,172
+25% +$90K 0.19% 81
2019
Q3 		$326K Buy
+40,834
New +$348K 0.08% 135

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

L.J. Altfest & Co's ERIC Position: Q4 2022 in Review

L.J. Altfest & Co sold out of Ericsson (ERIC) in Q4 2022, closing a stake of 36,463 shares — an estimated $209K sold.

L.J. Altfest & Co first reported a position in ERIC in Q3 2019 and held it in 11 quarters. The position peaked at $744K in Q4 2019. 297 funds tracked by Wall St. Rank hold ERIC as of Q4 2022.

  • L.J. Altfest & Co reported no remaining Ericsson position as of Q4 2022 after selling out during the quarter.
  • L.J. Altfest & Co sold 36,463 Ericsson shares in Q4 2022, an estimated $209K.
  • L.J. Altfest & Co first reported a position in Ericsson in Q3 2019 and held it in 11 quarters.
  • L.J. Altfest & Co's Ericsson position peaked at $744K in Q4 2019.
  • 297 funds tracked by Wall St. Rank held Ericsson as of Q4 2022.

Based on L.J. Altfest & Co's 13F filing for Q4 2022, filed 2 Feb 2023.