Squar Milner Financial Services’s Ericsson ERIC Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-960	Closed	-$7K	–	362
2020 Q1	$7K	Hold	960	–	–	﹤0.01%	570
2019 Q4	$8K	Buy	+960	New	+$8.5K	﹤0.01%	598
2019 Q3	–	Sell	-960	Closed	-$9K	–	364
2019 Q2	$9K	Sell	960 -1,072	-53%	-$10.4K	0.01%	531
2019 Q1	$18K	Hold	2,032	–	–	0.01%	437
2018 Q4	$18K	Buy	2,032 +1,072	+112%	+$9.31K	0.02%	403
2018 Q3	$8K	Hold	960	–	–	0.01%	538
2018 Q2	$7K	Buy	+960	New	+$7.02K	0.01%	645

Other funds holding ERIC

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

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squar Milner Financial Services's ERIC Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Ericsson (ERIC) in Q2 2020, closing a stake of 960 shares — an estimated $7K sold.

Squar Milner Financial Services first reported a position in ERIC in Q2 2018 and held it in 7 quarters. The position peaked at $18K in Q1 2019. 282 funds tracked by Wall St. Rank hold ERIC as of Q2 2020.

Squar Milner Financial Services reported no remaining Ericsson position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 960 Ericsson shares in Q2 2020, an estimated $7K.
Squar Milner Financial Services first reported a position in Ericsson in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Ericsson position peaked at $18K in Q1 2019.
282 funds tracked by Wall St. Rank held Ericsson as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.