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Laird Norton Wetherby Wealth Management’s Ericsson ERIC Stock Holding History

Laird Norton Wetherby 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
2023
Q4 		– Sell
-10,311
Closed -$50.1K – 940
2023
Q3 		$50.1K Sell
10,311
-800
-7% -$4.07K ﹤0.01% 895
2023
Q2 		$60.6K Sell
11,111
-5,443
-33% -$29.2K ﹤0.01% 943
2023
Q1 		$96.8K Sell
16,554
-2,895
-15% -$16.5K 0.01% 892
2022
Q4 		$114K Sell
19,449
-6,798
-26% -$40.9K 0.01% 849
2022
Q3 		$151K Sell
26,247
-3,861
-13% -$27.7K 0.01% 822
2022
Q2 		$223K Sell
30,108
-1,943
-6% -$15.9K 0.02% 785
2022
Q1 		$293K Sell
32,051
-105
-0.3% -$1.09K 0.02% 722
2021
Q4 		$350K Hold
32,156
– – 0.02% 661
2021
Q3 		$360K Hold
32,156
– – 0.02% 632
2021
Q2 		$405K Hold
32,156
– – 0.02% 589
2021
Q1 		$424K Sell
32,156
-920
-3% -$11.7K 0.03% 492
2020
Q4 		$395K Sell
33,076
-266
-0.8% -$3.12K 0.03% 541
2020
Q3 		$363K Sell
33,342
-561
-2% -$6.2K 0.03% 468
2020
Q2 		$316K Sell
33,903
-815
-2% -$7.07K 0.03% 492
2020
Q1 		$281K Sell
34,718
-3,372
-9% -$27.6K 0.03% 471
2019
Q4 		$334K Sell
38,090
-4,955
-12% -$43.9K 0.03% 504
2019
Q3 		$344K Sell
43,045
-2,551
-6% -$21.8K 0.04% 507
2019
Q2 		$434K Sell
45,596
-287
-0.6% -$2.78K 0.05% 433
2019
Q1 		$421K Sell
45,883
-2,081
-4% -$18.8K 0.05% 409
2018
Q4 		$425K Buy
47,964
+400
+0.8% +$3.48K 0.06% 373
2018
Q3 		$418K Buy
47,564
+3,994
+9% +$32.7K 0.05% 406
2018
Q2 		$334K Buy
43,570
+5,269
+14% +$38.5K 0.05% 442
2018
Q1 		$245K Buy
38,301
+2,049
+6% +$13.8K 0.03% 537
2017
Q4 		$243K Sell
36,252
-2,194
-6% -$13.7K 0.03% 523
2017
Q3 		$221K Sell
38,446
-4,899
-11% -$30.3K 0.03% 533
2017
Q2 		$311K Buy
43,345
+2,758
+7% +$18.7K 0.05% 420
2017
Q1 		$269K Buy
40,587
+8,299
+26% +$51.2K 0.05% 454
2016
Q4 		$189K Buy
32,288
+14,281
+79% +$78.8K 0.04% 499
2016
Q3 		$130K Sell
18,007
-3,340
-16% -$24.2K 0.03% 507
2016
Q2 		$164K Sell
21,347
-9,800
-31% -$80.4K 0.04% 477
2016
Q1 		$312K Buy
31,147
+6,572
+27% +$60.5K 0.07% 316
2015
Q4 		$236K Buy
24,575
+720
+3% +$7.01K 0.06% 383
2015
Q3 		$233K Buy
23,855
+1,671
+8% +$16.9K 0.06% 379
2015
Q2 		$232K Sell
22,184
-3,822
-15% -$44.3K 0.06% 392
2015
Q1 		$326K Buy
26,006
+544
+2% +$6.81K 0.08% 301
2014
Q4 		$308K Sell
25,462
-1,508
-6% -$18.2K 0.08% 297
2014
Q3 		$339K Buy
26,970
+1,215
+5% +$15.1K 0.09% 271
2014
Q2 		$311K Sell
25,755
-2,848
-10% -$35.5K 0.09% 289
2014
Q1 		$381K Buy
28,603
+736
+3% +$9.19K 0.11% 234
2013
Q4 		$341K Buy
27,867
+2,494
+10% +$31K 0.1% 255
2013
Q3 		$339K Buy
25,373
+1,756
+7% +$21.8K 0.11% 243
2013
Q2 		$267K Buy
+23,617
New +$282K 0.09% 264

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's ERIC Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of Ericsson (ERIC) in Q4 2023, closing a stake of 10,311 shares — an estimated $50.1K sold.

Laird Norton Wetherby Wealth Management first reported a position in ERIC in Q2 2013 and held it in 42 quarters. The position peaked at $434K in Q2 2019. 248 funds tracked by Wall St. Rank hold ERIC as of Q4 2023.

  • Laird Norton Wetherby Wealth Management reported no remaining Ericsson position as of Q4 2023 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 10,311 Ericsson shares in Q4 2023, an estimated $50.1K.
  • Laird Norton Wetherby Wealth Management first reported a position in Ericsson in Q2 2013 and held it in 42 quarters.
  • Laird Norton Wetherby Wealth Management's Ericsson position peaked at $434K in Q2 2019.
  • 248 funds tracked by Wall St. Rank held Ericsson as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.