LFAS
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Level Four Advisory Services’s Ericsson ERIC Stock Holding History

Level Four Advisory Services’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
Q3 		– Sell
-68,302
Closed -$421K – 773
2024
Q2 		$421K Buy
68,302
+19,820
+41% +$111K 0.02% 520
2024
Q1 		$305K Buy
48,482
+1,870
+4% +$10.5K 0.02% 604
2023
Q4 		$294K Sell
46,612
-5,211
-10% -$26.4K 0.02% 615
2023
Q3 		$252K Sell
51,823
-7,448
-13% -$37.9K 0.02% 618
2023
Q2 		$323K Buy
59,271
+3,907
+7% +$21K 0.02% 599
2023
Q1 		$324K Buy
55,364
+25,513
+85% +$146K 0.02% 568
2022
Q4 		$174K Sell
29,851
-15,103
-34% -$90.8K 0.01% 626
2022
Q3 		$258K Buy
44,954
+308
+0.7% +$2.21K 0.03% 456
2022
Q2 		$330K Sell
44,646
-10,937
-20% -$89.3K 0.03% 433
2022
Q1 		$508K Sell
55,583
-2,401
-4% -$25K 0.04% 388
2021
Q4 		$630K Buy
57,984
+333
+0.6% +$3.64K 0.05% 334
2021
Q3 		$646K Buy
57,651
+36,486
+172% +$431K 0.07% 253
2021
Q2 		$266K Sell
21,165
-5,337
-20% -$71.4K 0.02% 564
2021
Q1 		$350K Sell
26,502
-2,030
-7% -$25.8K 0.03% 473
2020
Q4 		$341K Buy
28,532
+690
+2% +$8.08K 0.03% 436
2020
Q3 		$303K Sell
27,842
-4,756
-15% -$52.5K 0.02% 435
2020
Q2 		$302K Buy
+32,598
New +$283K 0.02% 453

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Level Four Advisory Services's ERIC Position: Q3 2024 in Review

Level Four Advisory Services sold out of Ericsson (ERIC) in Q3 2024, closing a stake of 68,302 shares — an estimated $421K sold.

Level Four Advisory Services first reported a position in ERIC in Q2 2020 and held it in 17 quarters. The position peaked at $646K in Q3 2021. 266 funds tracked by Wall St. Rank hold ERIC as of Q3 2024.

  • Level Four Advisory Services reported no remaining Ericsson position as of Q3 2024 after selling out during the quarter.
  • Level Four Advisory Services sold 68,302 Ericsson shares in Q3 2024, an estimated $421K.
  • Level Four Advisory Services first reported a position in Ericsson in Q2 2020 and held it in 17 quarters.
  • Level Four Advisory Services's Ericsson position peaked at $646K in Q3 2021.
  • 266 funds tracked by Wall St. Rank held Ericsson as of Q3 2024.

Based on Level Four Advisory Services's 13F filing for Q3 2024, filed 14 Nov 2024.