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ERIC icon

SimplyRich’s Ericsson ERIC Stock Holding History

SimplyRich’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
Q2 		– Sell
-37,617
Closed -$423K – 177
2026
Q1 		$423K Buy
+37,617
New +$407K 0.11% 165
2022
Q2 		– Sell
-26,620
Closed -$243K – 163
2022
Q1 		$243K Sell
26,620
-1,924
-7% -$20K 0.09% 159
2021
Q4 		$310K Sell
28,544
-122,137
-81% -$1.34M 0.1% 146
2021
Q3 		$1.69M Sell
150,681
-3,408
-2% -$40.3K 0.61% 39
2021
Q2 		$1.94M Buy
154,089
+1,639
+1% +$21.9K 0.89% 27
2021
Q1 		$2.01M Buy
152,450
+122,623
+411% +$1.56M 0.8% 26
2020
Q4 		$356K Sell
29,827
-648
-2% -$7.59K 0.16% 113
2020
Q3 		$332K Buy
30,475
+2,612
+9% +$28.8K 0.17% 117
2020
Q2 		$257K Buy
+27,863
New +$242K 0.14% 120

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

SimplyRich's ERIC Position: Q2 2026 in Review

SimplyRich sold out of Ericsson (ERIC) in Q2 2026, closing a stake of 37,617 shares — an estimated $423K sold.

SimplyRich first reported a position in ERIC in Q2 2020 and held it in 9 quarters. The position peaked at $2.01M in Q1 2021. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • SimplyRich reported no remaining Ericsson position as of Q2 2026 after selling out during the quarter.
  • SimplyRich sold 37,617 Ericsson shares in Q2 2026, an estimated $423K.
  • SimplyRich first reported a position in Ericsson in Q2 2020 and held it in 9 quarters.
  • SimplyRich's Ericsson position peaked at $2.01M in Q1 2021.
  • 389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.