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Schechter Investment Advisors’s Ericsson ERIC Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$143K Buy
18,476
+1,609
+10% +$13K 0.01% 567
2024
Q4 		$136K Buy
16,867
+75
+0.4% +$610 0.01% 589
2024
Q3 		$127K Buy
16,792
+5,101
+44% +$35.7K 0.01% 606
2024
Q2 		$72.1K Buy
11,691
+551
+5% +$3.08K 0.01% 587
2024
Q1 		$61.4K Sell
11,140
-1,559
-12% -$8.79K ﹤0.01% 605
2023
Q4 		$80K Buy
12,699
+46
+0.4% +$233 0.01% 582
2023
Q3 		$61.5K Buy
+12,653
New +$64.4K 0.01% 574

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return

Schechter Investment Advisors's ERIC Position: Q1 2025 in Review

Schechter Investment Advisors increased its Ericsson (ERIC) stake by 9.5% in Q1 2025, buying an estimated $13K and bringing the position to 18,476 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #567.

Schechter Investment Advisors first reported a position in ERIC in Q3 2023 and has held it in 7 quarters since. 323 funds tracked by Wall St. Rank hold ERIC as of Q1 2025.

  • Schechter Investment Advisors held 18,476 shares of Ericsson worth $143K as of Q1 2025.
  • Schechter Investment Advisors bought 1,609 Ericsson shares in Q1 2025, an estimated $13K.
  • Ericsson made up 0.01% of Schechter Investment Advisors's portfolio in Q1 2025, its #567 holding.
  • Schechter Investment Advisors first reported a position in Ericsson in Q3 2023 and has held it in 7 quarters since.
  • 323 funds tracked by Wall St. Rank held Ericsson as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.