Leuthold Group’s Ericsson ERIC Stock Holding History

Leuthold 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
2026 Q1	$9.14M	Buy	811,438 +16,480	+2%	+$178K	0.97%	26
2025 Q4	$7.67M	Buy	794,958 +152,401	+24%	+$1.44M	0.83%	42
2025 Q3	$5.31M	Buy	642,557 +39,879	+7%	+$312K	0.58%	65
2025 Q2	$5.11M	Buy	602,678 +198,526	+49%	+$1.63M	0.61%	59
2025 Q1	$3.14M	Sell	404,152 -18,084	-4%	-$146K	0.41%	96
2024 Q4	$3.4M	Buy	+422,236	New	+$3.43M	0.41%	101
2022 Q2	–	Sell	-34,243	Closed	-$313K	–	194
2022 Q1	$313K	Hold	34,243	–	–	0.04%	169
2021 Q4	$372K	Sell	34,243 -388	-1%	-$4.24K	0.04%	158
2021 Q3	$388K	Hold	34,631	–	–	0.05%	147
2021 Q2	$436K	Sell	34,631 -798	-2%	-$10.7K	0.05%	140
2021 Q1	$467K	Buy	+35,429	New	+$451K	0.06%	135

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America

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

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments

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