Shelton Capital Management’s Ericsson ERIC Stock Holding History

Shelton Capital 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	$775K	Sell	68,807 -9,500	-12%	-$103K	0.02%	291
2025 Q4	$756K	Sell	78,307 -10,500	-12%	-$99.4K	0.01%	288
2025 Q3	$734K	Buy	+88,807	New	+$695K	0.02%	286
2014 Q4	–	Sell	-12,888	Closed	-$162K	–	795
2014 Q3	$162K	Hold	12,888	–	–	0.02%	739
2014 Q2	$156K	Hold	12,888	–	–	0.02%	785
2014 Q1	$172K	Hold	12,888	–	–	0.03%	741
2013 Q4	$158K	Hold	12,888	–	–	0.02%	728
2013 Q3	$172K	Hold	12,888	–	–	0.03%	662
2013 Q2	$145K	Buy	+12,888	New	+$154K	0.03%	623

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SEI Investments

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Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return