Pinnacle Wealth Planning Services’s Ericsson ERIC Stock Holding History

Pinnacle Wealth Planning Services’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
2026 Q1	$54.3K	Buy	4,814 +277	+6%	+$3K	0.01%	1155
2025 Q4	$43.8K	Buy	+4,537	New	+$43K	﹤0.01%	1288
2022 Q4	–	Sell	-15,231	Closed	-$87K	–	465
2022 Q3	$87K	Buy	15,231 +5,163	+51%	+$37K	0.02%	375
2022 Q2	$75K	Buy	+10,068	New	+$82.2K	0.01%	396
2022 Q1	–	Sell	-11,719	Closed	-$127K	–	452
2021 Q4	$127K	Buy	11,719 +1,498	+15%	+$16.4K	0.02%	387
2021 Q3	$114K	Buy	+10,221	New	+$121K	0.03%	352
2021 Q1	–	Sell	-8,884	Closed	-$106K	–	851
2020 Q4	$106K	Buy	+8,884	New	+$104K	0.03%	447

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 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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return