MIFH
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Migdal Insurance & Financial Holdings’s Ericsson ERIC Stock Holding History

Migdal Insurance & Financial Holdings’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
2021
Q1 		– Sell
-13,546
Closed -$162K – 685
2020
Q4 		$162K Buy
13,546
+6,665
+97% +$78.1K ﹤0.01% 341
2020
Q3 		$75K Sell
6,881
-40
-0.6% -$442 ﹤0.01% 508
2020
Q2 		$64K Sell
6,921
-45
-0.6% -$391 ﹤0.01% 489
2020
Q1 		$56K Sell
6,966
-89,531
-93% -$732K ﹤0.01% 466
2019
Q4 		$847K Buy
96,497
+45,003
+87% +$398K 0.02% 234
2019
Q3 		$411K Buy
51,494
+37,515
+268% +$320K 0.01% 350
2019
Q2 		$133K Sell
13,979
-2,334
-14% -$22.6K ﹤0.01% 530
2019
Q1 		$150K Sell
16,313
-1,255
-7% -$11.3K ﹤0.01% 433
2018
Q4 		$156K Sell
17,568
-40,440
-70% -$351K ﹤0.01% 409
2018
Q3 		$510K Buy
58,008
+3,282
+6% +$26.9K 0.01% 372
2018
Q2 		$420K Buy
+54,726
New +$400K 0.01% 333

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Migdal Insurance & Financial Holdings's ERIC Position: Q1 2021 in Review

Migdal Insurance & Financial Holdings sold out of Ericsson (ERIC) in Q1 2021, closing a stake of 13,546 shares — an estimated $162K sold.

Migdal Insurance & Financial Holdings first reported a position in ERIC in Q2 2018 and held it in 11 quarters. The position peaked at $847K in Q4 2019. 372 funds tracked by Wall St. Rank hold ERIC as of Q1 2021.

  • Migdal Insurance & Financial Holdings reported no remaining Ericsson position as of Q1 2021 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 13,546 Ericsson shares in Q1 2021, an estimated $162K.
  • Migdal Insurance & Financial Holdings first reported a position in Ericsson in Q2 2018 and held it in 11 quarters.
  • Migdal Insurance & Financial Holdings's Ericsson position peaked at $847K in Q4 2019.
  • 372 funds tracked by Wall St. Rank held Ericsson as of Q1 2021.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2021, filed 4 May 2021.