Merit Financial Group’s Ericsson ERIC Stock Holding History

Merit Financial Group’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	$408K	Buy	36,217 +2,617	+8%	+$28.3K	﹤0.01%	1488
2025 Q4	$324K	Buy	33,600 +12,831	+62%	+$122K	﹤0.01%	1514
2025 Q3	$172K	Sell	20,769 -2,994	-13%	-$23.4K	﹤0.01%	1696
2025 Q2	$202K	Buy	23,763 +7,684	+48%	+$63.2K	﹤0.01%	1563
2025 Q1	$125K	Buy	16,079 +2,792	+21%	+$22.5K	﹤0.01%	1345
2024 Q4	$107K	Buy	+13,287	New	+$108K	﹤0.01%	1130

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 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return