Liberty Wealth Management’s Ericsson ERIC Stock Holding History

Liberty 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
2025 Q4	–	Sell	-10,040	Closed	-$83K	–	249
2025 Q3	$83K	Buy	+10,040	New	+$78.5K	0.01%	244
2021 Q4	–	Sell	-42	Closed	–	–	448
2021 Q3	$0	Sell	42 -471	-92%	-$5.57K	﹤0.01%	1185
2021 Q2	$6K	Sell	513 -175	-25%	-$2.34K	﹤0.01%	752
2021 Q1	$8K	Hold	688	–	–	﹤0.01%	632
2020 Q4	$8K	Buy	688 +17	+3%	+$199	﹤0.01%	626
2020 Q3	$7K	Buy	671 +289	+76%	+$3.19K	﹤0.01%	569
2020 Q2	$4K	Buy	382 +293	+329%	+$2.54K	﹤0.01%	640
2020 Q1	$1K	Hold	89	–	–	﹤0.01%	791
2019 Q4	$1K	Sell	89 -212	-70%	-$1.88K	﹤0.01%	822
2019 Q3	$2K	Buy	301 +121	+67%	+$1.03K	﹤0.01%	735
2019 Q2	$2K	Hold	180	–	–	﹤0.01%	758
2019 Q1	$1K	Hold	180	–	–	﹤0.01%	669
2018 Q4	$1K	Buy	+180	New	+$1.56K	﹤0.01%	707

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SEI Investments

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

Bank of America

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