Sit Investment Associates’s Ericsson ERIC Stock Holding History

Sit Investment Associates’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
2023 Q1	–	Sell	-277,750	Closed	-$1.62M	–	540
2022 Q4	$1.62M	Sell	277,750 -17,775	-6%	-$107K	0.05%	304
2022 Q3	$1.7M	Buy	295,525 +69,500	+31%	+$498K	0.05%	296
2022 Q2	$1.67M	Hold	226,025	–	–	0.05%	294
2022 Q1	$2.07M	Hold	226,025	–	–	0.06%	287
2021 Q4	$2.46M	Buy	226,025 +2,100	+0.9%	+$23K	0.06%	284
2021 Q3	$2.51M	Buy	223,925 +37,700	+20%	+$445K	0.06%	272
2021 Q2	$2.34M	Buy	186,225 +10,800	+6%	+$145K	0.06%	280
2021 Q1	$2.31M	Buy	175,425 +47,175	+37%	+$601K	0.06%	290
2020 Q4	$1.53M	Buy	128,250 +68,175	+113%	+$799K	0.04%	321
2020 Q3	$654K	Buy	+60,075	New	+$663K	0.02%	370
2018 Q1	–	Sell	-726	Closed	-$5K	–	559
2017 Q4	$5K	Hold	726	–	–	﹤0.01%	570
2017 Q3	$4K	Hold	726	–	–	﹤0.01%	597
2017 Q2	$5K	Buy	+726	New	+$4.92K	﹤0.01%	561

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Sit Investment Associates's ERIC Position: Q1 2023 in Review

Sit Investment Associates sold out of Ericsson (ERIC) in Q1 2023, closing a stake of 277,750 shares — an estimated $1.62M sold.

Sit Investment Associates first reported a position in ERIC in Q2 2017 and held it in 13 quarters. The position peaked at $2.51M in Q3 2021. 270 funds tracked by Wall St. Rank hold ERIC as of Q1 2023.

Sit Investment Associates reported no remaining Ericsson position as of Q1 2023 after selling out during the quarter.
Sit Investment Associates sold 277,750 Ericsson shares in Q1 2023, an estimated $1.62M.
Sit Investment Associates first reported a position in Ericsson in Q2 2017 and held it in 13 quarters.
Sit Investment Associates's Ericsson position peaked at $2.51M in Q3 2021.
270 funds tracked by Wall St. Rank held Ericsson as of Q1 2023.

Based on Sit Investment Associates's 13F filing for Q1 2023, filed 11 May 2023.