Mark Sheptoff Financial Planning’s Ericsson ERIC Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	–	Sell	-3,500	Closed	-$33.8K	–	533
2025 Q4	$33.8K	Hold	3,500	–	–	0.02%	225
2025 Q3	$28.9K	Hold	3,500	–	–	0.01%	239
2025 Q2	$29.7K	Hold	3,500	–	–	0.02%	228
2025 Q1	$27.2K	Hold	3,500	–	–	0.02%	221
2024 Q4	$28.2K	Hold	3,500	–	–	0.02%	224
2024 Q3	$26.5K	Hold	3,500	–	–	0.01%	226
2024 Q2	$21.6K	Hold	3,500	–	–	0.01%	249
2024 Q1	$19.3K	Hold	3,500	–	–	0.01%	239
2023 Q4	$22.1K	Hold	3,500	–	–	0.01%	219
2023 Q3	$17K	Hold	3,500	–	–	0.01%	220
2023 Q2	$19.1K	Hold	3,500	–	–	0.01%	226
2023 Q1	$20.5K	Hold	3,500	–	–	0.01%	219
2022 Q4	$20.4K	Hold	3,500	–	–	0.01%	218
2022 Q3	$20K	Hold	3,500	–	–	0.01%	208
2022 Q2	$26K	Hold	3,500	–	–	0.01%	199
2022 Q1	$32K	Hold	3,500	–	–	0.02%	205
2021 Q4	$38K	Sell	3,500 -300	-8%	-$3.28K	0.02%	199
2021 Q3	$43K	Hold	3,800	–	–	0.02%	190
2021 Q2	$48K	Hold	3,800	–	–	0.03%	189
2021 Q1	$50K	Sell	3,800 -80,311	-95%	-$1.02M	0.03%	165
2020 Q4	$1M	Buy	84,111 +511	+0.6%	+$5.99K	0.57%	37
2020 Q3	$910K	Buy	83,600 +44,350	+113%	+$490K	0.56%	37
2020 Q2	$365K	Buy	+39,250	New	+$341K	0.24%	65

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mark Sheptoff Financial Planning's ERIC Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Ericsson (ERIC) in Q1 2026, closing a stake of 3,500 shares — an estimated $33.8K sold.

Mark Sheptoff Financial Planning first reported a position in ERIC in Q2 2020 and held it in 23 quarters. The position peaked at $1M in Q4 2020. 377 funds tracked by Wall St. Rank hold ERIC as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining Ericsson position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 3,500 Ericsson shares in Q1 2026, an estimated $33.8K.
Mark Sheptoff Financial Planning first reported a position in Ericsson in Q2 2020 and held it in 23 quarters.
Mark Sheptoff Financial Planning's Ericsson position peaked at $1M in Q4 2020.
377 funds tracked by Wall St. Rank held Ericsson as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.