Mackenzie Financial’s Ericsson ERIC Stock Holding History

Mackenzie Financial’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 Q2	$3.5M	Buy	+313,941	New	+$3.78M	﹤0.01%	917
2025 Q1	–	Sell	-19,585	Closed	-$158K	–	1719
2024 Q4	$158K	Buy	+19,585	New	+$159K	﹤0.01%	1596
2023 Q4	–	Sell	-78,930	Closed	-$382K	–	1523
2023 Q3	$382K	Buy	+78,930	New	+$402K	﹤0.01%	1075
2021 Q3	–	Sell	-468,918	Closed	-$5.9M	–	1446
2021 Q2	$5.9M	Sell	468,918 -2,877	-0.6%	-$38.5K	0.01%	531
2021 Q1	$6.22M	Buy	+471,795	New	+$6.01M	0.01%	498
2018 Q3	–	Sell	-24,499	Closed	-$188K	–	1118
2018 Q2	$188K	Sell	24,499 -26,021	-52%	-$190K	﹤0.01%	985
2018 Q1	$323K	Sell	50,520 -11,419	-18%	-$76.8K	﹤0.01%	799
2017 Q4	$414K	Buy	61,939 +25,924	+72%	+$162K	﹤0.01%	712
2017 Q3	$207K	Buy	36,015 +8,351	+30%	+$51.6K	﹤0.01%	595
2017 Q2	$198K	Buy	27,664 +11,320	+69%	+$76.8K	﹤0.01%	593
2017 Q1	$109K	Buy	+16,344	New	+$101K	﹤0.01%	621
2014 Q3	–	Sell	-94,790	Closed	-$1.15M	–	727
2014 Q2	$1.15M	Buy	94,790 +35,096	+59%	+$437K	0.01%	485
2014 Q1	$796K	Buy	+59,694	New	+$746K	﹤0.01%	539

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mackenzie Financial's ERIC Position: Q2 2026 in Review

Mackenzie Financial opened a new position in Ericsson (ERIC) in Q2 2026: 313,941 shares worth $3.5M. The stake represents ﹤0.01% of the portfolio and ranks #917 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in ERIC as recently as Q4 2024.

Mackenzie Financial first reported a position in ERIC in Q1 2014 and has held it in 13 quarters since. The position peaked at $6.22M in Q1 2021. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Mackenzie Financial held 313,941 shares of Ericsson worth $3.5M as of Q2 2026.
Ericsson was a new Mackenzie Financial position in Q2 2026.
Ericsson made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #917 holding.
Mackenzie Financial first reported a position in Ericsson in Q1 2014 and has held it in 13 quarters since.
Mackenzie Financial's Ericsson position peaked at $6.22M in Q1 2021.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.