Ruedi Wealth Management’s Ericsson ERIC Stock Holding History

Ruedi Wealth 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
2026 Q1	$216K	Hold	19,201	–	–	0.06%	57
2025 Q4	$185K	Buy	+19,201	New	+$182K	0.05%	58
2025 Q3	–	Sell	-19,157	Closed	-$162K	–	54
2025 Q2	$162K	Hold	19,157	–	–	0.05%	55
2025 Q1	$149K	Hold	19,157	–	–	0.05%	54
2024 Q4	$154K	Hold	19,157	–	–	0.05%	53
2024 Q3	$145K	Hold	19,157	–	–	0.05%	55
2024 Q2	$118K	Hold	19,157	–	–	0.05%	61
2024 Q1	$106K	Hold	19,157	–	–	0.04%	61
2023 Q4	$121K	Sell	19,157 -9,141	-32%	-$46.3K	0.06%	55
2023 Q3	$138K	Hold	28,298	–	–	0.08%	50
2023 Q2	$154K	Buy	28,298 +261	+0.9%	+$1.4K	0.09%	46
2023 Q1	$164K	Hold	28,037	–	–	0.11%	42
2022 Q4	$164K	Buy	+28,037	New	+$169K	0.12%	45

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