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Safeguard Investment Advisory Group’s Ericsson ERIC Stock Holding History

Safeguard Investment Advisory Group’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
-20
Closed – – 260
2020
Q4 		$0 Buy
+20
New +$234 ﹤0.01% 731

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

Safeguard Investment Advisory Group's ERIC Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Ericsson (ERIC) in Q1 2021, closing a stake of 20 shares.

Safeguard Investment Advisory Group first reported a position in ERIC in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 372 funds tracked by Wall St. Rank hold ERIC as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Ericsson position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 20 Ericsson shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in Ericsson in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Ericsson position peaked at $0 in Q4 2020.
  • 372 funds tracked by Wall St. Rank held Ericsson as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.