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Next Financial Group’s Ericsson ERIC Stock Holding History

Next Financial Group’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
Q4 		$20K Buy
1,822
+111
+6% +$1.21K ﹤0.01% 1883
2021
Q3 		$19K Hold
1,711
– – ﹤0.01% 1814
2021
Q2 		$22K Hold
1,711
– – ﹤0.01% 1705
2021
Q1 		$23K Buy
1,711
+362
+27% +$4.61K ﹤0.01% 1587
2020
Q4 		$16K Hold
1,349
– – ﹤0.01% 1627
2020
Q3 		$15K Buy
+1,349
New +$14.9K ﹤0.01% 1506
2020
Q2 		– Sell
-1,137
Closed -$9K – 960
2020
Q1 		$9K Buy
1,137
+8
+0.7% +$65 ﹤0.01% 1552
2019
Q4 		$10K Buy
1,129
+12
+1% +$106 ﹤0.01% 1764
2019
Q3 		$9K Buy
1,117
+700
+168% +$5.97K ﹤0.01% 1733
2019
Q2 		$4K Buy
417
+137
+49% +$1.33K ﹤0.01% 1936
2019
Q1 		$3K Sell
280
-137
-33% -$1.24K ﹤0.01% 1364
2018
Q4 		$4K Sell
417
-50
-11% -$434 ﹤0.01% 1592
2018
Q3 		$4K Buy
+467
New +$3.83K ﹤0.01% 1189
2017
Q4 		– Sell
-205
Closed -$1K – 571
2017
Q3 		$1K Buy
205
+68
+50% +$420 ﹤0.01% 1680
2017
Q2 		$1K Hold
137
– – ﹤0.01% 1829
2017
Q1 		$1K Sell
137
-1,036
-88% -$6.39K ﹤0.01% 1793
2016
Q4 		$7K Buy
1,173
+137
+13% +$756 ﹤0.01% 1798
2016
Q3 		$7K Buy
1,036
+931
+887% +$6.75K ﹤0.01% 1801
2016
Q2 		$0 Hold
105
– – ﹤0.01% 1773
2016
Q1 		$1K Hold
105
– – ﹤0.01% 1620
2015
Q4 		$1K Hold
105
– – ﹤0.01% 1671
2015
Q3 		$1K Hold
105
– – ﹤0.01% 1698
2015
Q2 		$1K Hold
105
– – ﹤0.01% 1753
2015
Q1 		$1K Hold
105
– – ﹤0.01% 1765
2014
Q4 		$1K Sell
105
-1,035
-91% -$12.5K ﹤0.01% 1801
2014
Q3 		$14K Sell
1,140
-425
-27% -$5.28K ﹤0.01% 1594
2014
Q2 		$19K Buy
+1,565
New +$19.5K 0.01% 611

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Next Financial Group's ERIC Position: Q4 2021 in Review

Next Financial Group increased its Ericsson (ERIC) stake by 6.5% in Q4 2021, buying an estimated $1.21K and bringing the position to 1,822 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Next Financial Group first reported a position in ERIC in Q2 2014 and has held it in 27 quarters since. The position peaked at $23K in Q1 2021. 361 funds tracked by Wall St. Rank hold ERIC as of Q4 2021.

  • Next Financial Group held 1,822 shares of Ericsson worth $20K as of Q4 2021.
  • Next Financial Group bought 111 Ericsson shares in Q4 2021, an estimated $1.21K.
  • Ericsson made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1883 holding.
  • Next Financial Group first reported a position in Ericsson in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's Ericsson position peaked at $23K in Q1 2021.
  • 361 funds tracked by Wall St. Rank held Ericsson as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.