LWP
ERIC icon

Lumature Wealth Partners’s Ericsson ERIC Stock Holding History

Lumature Wealth Partners’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
2023
Q1 		– Sell
-508
Closed -$2.97K – 404
2022
Q4 		$2.97K Sell
508
-69
-12% -$415 ﹤0.01% 355
2022
Q3 		$3K Sell
577
-50
-8% -$358 ﹤0.01% 363
2022
Q2 		$5K Sell
627
-5,131
-89% -$41.9K ﹤0.01% 356
2022
Q1 		$53K Buy
5,758
+3
+0.1% +$31 0.02% 254
2021
Q4 		$63K Hold
5,755
– – 0.02% 214
2021
Q3 		$64K Hold
5,755
– – 0.03% 216
2021
Q2 		$72K Buy
5,755
+652
+13% +$8.73K 0.03% 204
2021
Q1 		$67K Buy
+5,103
New +$65K 0.04% 202

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
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Lumature Wealth Partners's ERIC Position: Q1 2023 in Review

Lumature Wealth Partners sold out of Ericsson (ERIC) in Q1 2023, closing a stake of 508 shares — an estimated $2.97K sold.

Lumature Wealth Partners first reported a position in ERIC in Q1 2021 and held it in 8 quarters. The position peaked at $72K in Q2 2021. 271 funds tracked by Wall St. Rank hold ERIC as of Q1 2023.

  • Lumature Wealth Partners reported no remaining Ericsson position as of Q1 2023 after selling out during the quarter.
  • Lumature Wealth Partners sold 508 Ericsson shares in Q1 2023, an estimated $2.97K.
  • Lumature Wealth Partners first reported a position in Ericsson in Q1 2021 and held it in 8 quarters.
  • Lumature Wealth Partners's Ericsson position peaked at $72K in Q2 2021.
  • 271 funds tracked by Wall St. Rank held Ericsson as of Q1 2023.

Based on Lumature Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.