Lenox Wealth Management’s Ericsson ERIC Stock Holding History

Lenox 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
2020 Q2	$237K	Buy	25,513 +297	+1%	+$2.58K	0.07%	136
2020 Q1	$203K	Buy	25,216 +1,223	+5%	+$10K	0.07%	137
2019 Q4	$211K	Sell	23,993 -364	-1%	-$3.22K	0.06%	148
2019 Q3	$194K	Sell	24,357 -1,016	-4%	-$8.66K	0.06%	146
2019 Q2	$241K	Buy	25,373 +929	+4%	+$9K	0.07%	116
2019 Q1	$226K	Buy	24,444 +887	+4%	+$8.02K	0.07%	118
2018 Q4	$209K	Buy	23,557 +1,851	+9%	+$16.1K	0.07%	115
2018 Q3	$191K	Buy	21,706 +21,409	+7,208%	+$176K	0.06%	148
2018 Q2	$2K	Buy	297 +202	+213%	+$1.48K	﹤0.01%	501
2018 Q1	$1K	Buy	+95	New	+$639	﹤0.01%	458

Other funds holding ERIC

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CMG

Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Management's ERIC Position: Q2 2020 in Review

Lenox Wealth Management increased its Ericsson (ERIC) stake by 1.2% in Q2 2020, buying an estimated $2.58K and bringing the position to 25,513 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #136.

Lenox Wealth Management first reported a position in ERIC in Q1 2018 and has held it in 10 quarters since. The position peaked at $241K in Q2 2019. 281 funds tracked by Wall St. Rank hold ERIC as of Q2 2020.

Lenox Wealth Management held 25,513 shares of Ericsson worth $237K as of Q2 2020.
Lenox Wealth Management bought 297 Ericsson shares in Q2 2020, an estimated $2.58K.
Ericsson made up 0.07% of Lenox Wealth Management's portfolio in Q2 2020, its #136 holding.
Lenox Wealth Management first reported a position in Ericsson in Q1 2018 and has held it in 10 quarters since.
Lenox Wealth Management's Ericsson position peaked at $241K in Q2 2019.
281 funds tracked by Wall St. Rank held Ericsson as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.