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Orion Portfolio Solutions’s Ericsson ERIC Stock Holding History

Orion Portfolio Solutions’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
Q1 		$439K Buy
56,595
+2,145
+4% +$17.3K ﹤0.01% 1473
2024
Q4 		$439K Buy
54,450
+5,518
+11% +$44.8K ﹤0.01% 1398
2024
Q3 		$371K Sell
48,932
-2,221
-4% -$15.5K ﹤0.01% 1436
2024
Q2 		$316K Buy
51,153
+24,868
+95% +$139K ﹤0.01% 1446
2024
Q1 		$145K Sell
26,285
-1,312
-5% -$7.4K ﹤0.01% 1639
2023
Q4 		$170K Sell
27,597
-4,652
-14% -$23.6K ﹤0.01% 1595
2023
Q3 		$157K Buy
32,249
+424
+1% +$2.16K ﹤0.01% 1568
2023
Q2 		$173K Sell
31,825
-2,134
-6% -$11.4K ﹤0.01% 1570
2023
Q1 		$199K Buy
33,959
+23,319
+219% +$133K ﹤0.01% 1504
2022
Q4 		$62.1K Buy
10,640
+368
+4% +$2.21K ﹤0.01% 793
2022
Q3 		$59K Sell
10,272
-391
-4% -$2.8K ﹤0.01% 709
2022
Q2 		$79K Sell
10,663
-1,041
-9% -$8.5K ﹤0.01% 668
2022
Q1 		$107K Buy
+11,704
New +$122K ﹤0.01% 689
2020
Q3 		– Sell
-218
Closed -$2K – 905
2020
Q2 		$2K Sell
218
-335
-61% -$2.91K ﹤0.01% 1758
2020
Q1 		$4K Hold
553
– – ﹤0.01% 1353
2019
Q4 		$5K Buy
+553
New +$4.89K ﹤0.01% 1244

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return

Orion Portfolio Solutions's ERIC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Ericsson (ERIC) stake by 3.9% in Q1 2025, buying an estimated $17.3K and bringing the position to 56,595 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Orion Portfolio Solutions first reported a position in ERIC in Q4 2019 and has held it in 16 quarters since. 324 funds tracked by Wall St. Rank hold ERIC as of Q1 2025.

  • Orion Portfolio Solutions held 56,595 shares of Ericsson worth $439K as of Q1 2025.
  • Orion Portfolio Solutions bought 2,145 Ericsson shares in Q1 2025, an estimated $17.3K.
  • Ericsson made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1473 holding.
  • Orion Portfolio Solutions first reported a position in Ericsson in Q4 2019 and has held it in 16 quarters since.
  • 324 funds tracked by Wall St. Rank held Ericsson as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.