Mackenzie Financial
ERIC icon

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
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
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
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
UBS Group
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
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

Mackenzie Financial's ERIC Position: Q1 2025 in Review

Mackenzie Financial sold out of Ericsson (ERIC) in Q1 2025, closing a stake of 19,585 shares — an estimated $158K sold.

Mackenzie Financial first reported a position in ERIC in Q1 2014 and held it in 12 quarters. The position peaked at $6.22M in Q1 2021. 323 funds tracked by Wall St. Rank hold ERIC as of Q1 2025.

  • Mackenzie Financial reported no remaining Ericsson position as of Q1 2025 after selling out during the quarter.
  • Mackenzie Financial sold 19,585 Ericsson shares in Q1 2025, an estimated $158K.
  • Mackenzie Financial first reported a position in Ericsson in Q1 2014 and held it in 12 quarters.
  • Mackenzie Financial's Ericsson position peaked at $6.22M in Q1 2021.
  • 323 funds tracked by Wall St. Rank held Ericsson as of Q1 2025.

Based on Mackenzie Financial's 13F filing for Q1 2025, filed 7 May 2025.