Palouse Capital Management’s Ericsson ERIC Stock Holding History

Palouse Capital 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
2023 Q4	–	Sell	-574,353	Closed	-$2.79M	–	71
2023 Q3	$2.79M	Buy	574,353 +103,544	+22%	+$527K	2.07%	14
2023 Q2	$2.57M	Sell	470,809 -28,772	-6%	-$154K	1.79%	21
2023 Q1	$2.92M	Sell	499,581 -106,013	-18%	-$605K	1.97%	16
2022 Q4	$806K	Buy	605,594 +47,659	+9%	+$286K	0.06%	80
2022 Q3	$3.2M	Sell	557,935 -10,272	-2%	-$73.6K	1.82%	21
2022 Q2	$4.21M	Buy	568,207 +376,362	+196%	+$3.07M	2.08%	14
2022 Q1	$1.75M	Buy	191,845 +26,951	+16%	+$281K	0.77%	55
2021 Q4	$1.79M	Sell	164,894 -36,868	-18%	-$403K	0.77%	52
2021 Q3	$2.26M	Buy	201,762 +20,055	+11%	+$237K	1%	43
2021 Q2	$2.29M	Buy	+181,707	New	+$2.43M	1%	45

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Palouse Capital Management's ERIC Position: Q4 2023 in Review

Palouse Capital Management sold out of Ericsson (ERIC) in Q4 2023, closing a stake of 574,353 shares — an estimated $2.79M sold.

Palouse Capital Management first reported a position in ERIC in Q2 2021 and held it in 10 quarters. The position peaked at $4.21M in Q2 2022. 249 funds tracked by Wall St. Rank hold ERIC as of Q4 2023.

Palouse Capital Management reported no remaining Ericsson position as of Q4 2023 after selling out during the quarter.
Palouse Capital Management sold 574,353 Ericsson shares in Q4 2023, an estimated $2.79M.
Palouse Capital Management first reported a position in Ericsson in Q2 2021 and held it in 10 quarters.
Palouse Capital Management's Ericsson position peaked at $4.21M in Q2 2022.
249 funds tracked by Wall St. Rank held Ericsson as of Q4 2023.

Based on Palouse Capital Management's 13F filing for Q4 2023, filed 31 Jan 2024.