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NewSquare Capital’s Ericsson ERIC Stock Holding History

NewSquare Capital’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
2025
Q3 		– Sell
-2,261
Closed -$19.2K – 509
2025
Q2 		$19.2K Buy
2,261
+2,171
+2,412% +$17.8K ﹤0.01% 490
2025
Q1 		$698 Buy
+90
New +$727 ﹤0.01% 968
2023
Q3 		– Sell
-91
Closed -$496 – 675
2023
Q2 		$496 Hold
91
– – ﹤0.01% 685
2023
Q1 		$532 Buy
+91
New +$519 ﹤0.01% 706
2021
Q1 		– Sell
-1,000
Closed -$12K – 329
2020
Q4 		$12K Buy
+1,000
New +$11.7K ﹤0.01% 218
2016
Q2 		– Sell
-725
Closed -$7K – 363
2016
Q1 		$7K Buy
+725
New +$6.68K ﹤0.01% 326

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

NewSquare Capital's ERIC Position: Q3 2025 in Review

NewSquare Capital sold out of Ericsson (ERIC) in Q3 2025, closing a stake of 2,261 shares — an estimated $19.2K sold.

NewSquare Capital first reported a position in ERIC in Q1 2016 and held it in 6 quarters. The position peaked at $19.2K in Q2 2025. 327 funds tracked by Wall St. Rank hold ERIC as of Q3 2025.

  • NewSquare Capital reported no remaining Ericsson position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 2,261 Ericsson shares in Q3 2025, an estimated $19.2K.
  • NewSquare Capital first reported a position in Ericsson in Q1 2016 and held it in 6 quarters.
  • NewSquare Capital's Ericsson position peaked at $19.2K in Q2 2025.
  • 327 funds tracked by Wall St. Rank held Ericsson as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.