Planned Solutions’s Ericsson ERIC Stock Holding History

Planned 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
2024 Q1	–	Sell	-6,000	Closed	-$37.8K	–	225
2023 Q4	$37.8K	Buy	+6,000	New	+$30.4K	0.02%	312

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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

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

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

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 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

Planned Solutions's ERIC Position: Q1 2024 in Review

Planned Solutions sold out of Ericsson (ERIC) in Q1 2024, closing a stake of 6,000 shares — an estimated $37.8K sold.

Planned Solutions first reported a position in ERIC in Q4 2023 and held it in 1 quarter. The position peaked at $37.8K in Q4 2023. 239 funds tracked by Wall St. Rank hold ERIC as of Q1 2024.

Planned Solutions reported no remaining Ericsson position as of Q1 2024 after selling out during the quarter.
Planned Solutions sold 6,000 Ericsson shares in Q1 2024, an estimated $37.8K.
Planned Solutions first reported a position in Ericsson in Q4 2023 and held it in 1 quarter.
Planned Solutions's Ericsson position peaked at $37.8K in Q4 2023.
239 funds tracked by Wall St. Rank held Ericsson as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.