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Meridian Wealth Management’s Ericsson ERIC Stock Holding History

Meridian 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
2020
Q4 		– Sell
-15,339
Closed -$167K – 338
2020
Q3 		$167K Buy
+15,339
New +$169K 0.04% 239

Other funds holding ERIC

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Hotchkis & Wiley Capital Management
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meridian Wealth Management's ERIC Position: Q4 2020 in Review

Meridian Wealth Management sold out of Ericsson (ERIC) in Q4 2020, closing a stake of 15,339 shares — an estimated $167K sold.

Meridian Wealth Management first reported a position in ERIC in Q3 2020 and held it in 1 quarter. The position peaked at $167K in Q3 2020. 358 funds tracked by Wall St. Rank hold ERIC as of Q4 2020.

  • Meridian Wealth Management reported no remaining Ericsson position as of Q4 2020 after selling out during the quarter.
  • Meridian Wealth Management sold 15,339 Ericsson shares in Q4 2020, an estimated $167K.
  • Meridian Wealth Management first reported a position in Ericsson in Q3 2020 and held it in 1 quarter.
  • Meridian Wealth Management's Ericsson position peaked at $167K in Q3 2020.
  • 358 funds tracked by Wall St. Rank held Ericsson as of Q4 2020.

Based on Meridian Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.