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Morse Asset Management’s Ericsson ERIC Stock Holding History

Morse 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
2021
Q3 		– Sell
-24,000
Closed -$302K – 166
2021
Q2 		$302K Sell
24,000
-108,600
-82% -$1.45M 0.07% 141
2021
Q1 		$1.75M Buy
132,600
+2,250
+2% +$28.6K 0.45% 57
2020
Q4 		$1.56M Buy
130,350
+2,900
+2% +$34K 0.43% 57
2020
Q3 		$1.39M Buy
+127,450
New +$1.41M 0.45% 57
2019
Q3 		– Sell
-15,000
Closed -$142K – 127
2019
Q2 		$142K Buy
+15,000
New +$145K 0.04% 129

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
MSE
MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Morse Asset Management's ERIC Position: Q3 2021 in Review

Morse Asset Management sold out of Ericsson (ERIC) in Q3 2021, closing a stake of 24,000 shares — an estimated $302K sold.

Morse Asset Management first reported a position in ERIC in Q2 2019 and held it in 5 quarters. The position peaked at $1.75M in Q1 2021. 361 funds tracked by Wall St. Rank hold ERIC as of Q3 2021.

  • Morse Asset Management reported no remaining Ericsson position as of Q3 2021 after selling out during the quarter.
  • Morse Asset Management sold 24,000 Ericsson shares in Q3 2021, an estimated $302K.
  • Morse Asset Management first reported a position in Ericsson in Q2 2019 and held it in 5 quarters.
  • Morse Asset Management's Ericsson position peaked at $1.75M in Q1 2021.
  • 361 funds tracked by Wall St. Rank held Ericsson as of Q3 2021.

Based on Morse Asset Management's 13F filing for Q3 2021, filed 9 Nov 2021.