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Lake Street Advisors Group’s Ericsson ERIC Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$211K Sell
26,199
-450
-2% -$3.66K 0.01% 548
2024
Q3 		$202K Buy
26,649
+11,308
+74% +$79.1K 0.01% 562
2024
Q2 		$94.7K Buy
15,341
+5,047
+49% +$28.2K ﹤0.01% 557
2024
Q1 		$56.7K Sell
10,294
-41
-0.4% -$231 ﹤0.01% 605
2023
Q4 		$65.1K Buy
+10,335
New +$52.4K ﹤0.01% 583
2023
Q3 		– Sell
-10,350
Closed -$56K – 353
2023
Q2 		$56K Buy
+10,350
New +$55.5K ﹤0.01% 267
2022
Q4 		– Sell
-11,860
Closed -$68K – 345
2022
Q3 		$68K Sell
11,860
-13,196
-53% -$94.6K ﹤0.01% 253
2022
Q2 		$185K Sell
25,056
-5,379
-18% -$43.9K 0.01% 197
2022
Q1 		$278K Sell
30,435
-1,876
-6% -$19.5K 0.02% 192
2021
Q4 		$351K Buy
32,311
+1,269
+4% +$13.9K 0.02% 181
2021
Q3 		$348K Buy
31,042
+5,922
+24% +$70K 0.04% 136
2021
Q2 		$293K Buy
25,120
+514
+2% +$6.88K 0.02% 250
2021
Q1 		$325K Buy
24,606
+412
+2% +$5.25K 0.03% 220
2020
Q4 		$289K Buy
24,194
+1,793
+8% +$21K 0.02% 229
2020
Q3 		$244K Buy
22,401
+187
+0.8% +$2.06K 0.02% 232
2020
Q2 		$207K Buy
22,214
+2,500
+13% +$21.7K 0.02% 249
2020
Q1 		$159K Buy
19,714
+8,468
+75% +$69.3K 0.02% 232
2019
Q4 		$99K Buy
+11,246
New +$99.5K 0.01% 250
2019
Q3 		– Sell
-10,380
Closed -$99K – 233
2019
Q2 		$99K Buy
+10,380
New +$101K 0.01% 225

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Lake Street Advisors Group's ERIC Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Ericsson (ERIC) stake by 1.7% in Q4 2024, selling an estimated $3.66K and leaving 26,199 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #548.

Lake Street Advisors Group first reported a position in ERIC in Q2 2019 and has held it in 19 quarters since. The position peaked at $351K in Q4 2021. 318 funds tracked by Wall St. Rank hold ERIC as of Q4 2024.

  • Lake Street Advisors Group held 26,199 shares of Ericsson worth $211K as of Q4 2024.
  • Lake Street Advisors Group sold 450 Ericsson shares in Q4 2024, an estimated $3.66K.
  • Ericsson made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #548 holding.
  • Lake Street Advisors Group first reported a position in Ericsson in Q2 2019 and has held it in 19 quarters since.
  • Lake Street Advisors Group's Ericsson position peaked at $351K in Q4 2021.
  • 318 funds tracked by Wall St. Rank held Ericsson as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.