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Milestone Asset Management’s Ericsson ERIC Stock Holding History

Milestone Asset 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
2024
Q2 		– Sell
-262,354
Closed -$1.45M – 198
2024
Q1 		$1.45M Buy
+262,354
New +$1.48M 0.41% 58

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Milestone Asset Management's ERIC Position: Q2 2024 in Review

Milestone Asset Management sold out of Ericsson (ERIC) in Q2 2024, closing a stake of 262,354 shares — an estimated $1.45M sold.

Milestone Asset Management first reported a position in ERIC in Q1 2024 and held it in 1 quarter. The position peaked at $1.45M in Q1 2024. 246 funds tracked by Wall St. Rank hold ERIC as of Q2 2024.

  • Milestone Asset Management reported no remaining Ericsson position as of Q2 2024 after selling out during the quarter.
  • Milestone Asset Management sold 262,354 Ericsson shares in Q2 2024, an estimated $1.45M.
  • Milestone Asset Management first reported a position in Ericsson in Q1 2024 and held it in 1 quarter.
  • Milestone Asset Management's Ericsson position peaked at $1.45M in Q1 2024.
  • 246 funds tracked by Wall St. Rank held Ericsson as of Q2 2024.

Based on Milestone Asset Management's 13F filing for Q2 2024, filed 19 Jul 2024.