MOTCO’s Ericsson ERIC Stock Holding History

MOTCO’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
2023 Q3	–	Sell	-112	Closed	-$610	–	876
2023 Q2	$610	Buy	+112	New	+$601	﹤0.01%	832
2016 Q4	–	Sell	-330	Closed	-$2K	–	593
2016 Q3	$2K	Buy	+330	New	+$2.39K	﹤0.01%	617

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return

MOTCO's ERIC Position: Q3 2023 in Review

MOTCO sold out of Ericsson (ERIC) in Q3 2023, closing a stake of 112 shares — an estimated $610 sold.

MOTCO first reported a position in ERIC in Q3 2016 and held it in 2 quarters. The position peaked at $2K in Q3 2016. 236 funds tracked by Wall St. Rank hold ERIC as of Q3 2023.

MOTCO reported no remaining Ericsson position as of Q3 2023 after selling out during the quarter.
MOTCO sold 112 Ericsson shares in Q3 2023, an estimated $610.
MOTCO first reported a position in Ericsson in Q3 2016 and held it in 2 quarters.
MOTCO's Ericsson position peaked at $2K in Q3 2016.
236 funds tracked by Wall St. Rank held Ericsson as of Q3 2023.

Based on MOTCO's 13F filing for Q3 2023, filed 7 Nov 2023.