Private Trust Company’s Ericsson ERIC Stock Holding History

Private Trust Company’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	$33.7K	Sell	2,986 -820	-22%	-$8.88K	﹤0.01%	1470
2025 Q4	$36.7K	Sell	3,806 -520	-12%	-$4.92K	﹤0.01%	1397
2025 Q3	$35.8K	Buy	4,326 +680	+19%	+$5.32K	﹤0.01%	1396
2025 Q2	$30.9K	Buy	3,646 +926	+34%	+$7.61K	﹤0.01%	1395
2025 Q1	$21.1K	Sell	2,720 -1,534	-36%	-$12.4K	﹤0.01%	1528
2024 Q4	$34.3K	Buy	4,254 +2,866	+206%	+$23.3K	﹤0.01%	1305
2024 Q3	$10.5K	Buy	+1,388	New	+$9.71K	﹤0.01%	1702
2014 Q4	–	Sell	-1,300	Closed	-$16K	–	560
2014 Q3	$16K	Hold	1,300	–	–	0.01%	926
2014 Q2	$16K	Hold	1,300	–	–	0.01%	906
2014 Q1	$17K	Buy	1,300 +177	+16%	+$2.21K	0.01%	782
2013 Q4	$14K	Hold	1,123	–	–	0.01%	824
2013 Q3	$15K	Hold	1,123	–	–	0.01%	753
2013 Q2	$13K	Buy	+1,123	New	+$13.4K	0.01%	762

Other funds holding ERIC

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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