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Patriot Financial Group Insurance Agency’s Ericsson ERIC Stock Holding History

Patriot Financial Group Insurance Agency’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
Q1 		– Sell
-880
Closed -$11K – 2000
2020
Q4 		$11K Buy
+880
New +$10.3K ﹤0.01% 1177
2019
Q3 		– Sell
-40
Closed -$1K – 1343
2019
Q2 		$1K Hold
40
– – ﹤0.01% 1227
2019
Q1 		$0 Hold
40
– – ﹤0.01% 1247
2018
Q4 		$0 Buy
+40
New +$348 ﹤0.01% 1016

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ERIC Position: Q1 2021 in Review

Patriot Financial Group Insurance Agency sold out of Ericsson (ERIC) in Q1 2021, closing a stake of 880 shares — an estimated $11K sold.

Patriot Financial Group Insurance Agency first reported a position in ERIC in Q4 2018 and held it in 4 quarters. The position peaked at $11K in Q4 2020. 372 funds tracked by Wall St. Rank hold ERIC as of Q1 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Ericsson position as of Q1 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 880 Ericsson shares in Q1 2021, an estimated $11K.
  • Patriot Financial Group Insurance Agency first reported a position in Ericsson in Q4 2018 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Ericsson position peaked at $11K in Q4 2020.
  • 372 funds tracked by Wall St. Rank held Ericsson as of Q1 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2021, filed 29 Apr 2021.