SRH Advisors’s Ericsson ERIC Stock Holding History

SRH 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 Q4	–	Sell	-150	Closed	-$1.24K	–	295
2025 Q3	$1.24K	Hold	150	–	–	﹤0.01%	264
2025 Q2	$1.27K	Hold	150	–	–	﹤0.01%	258
2025 Q1	$1.16K	Hold	150	–	–	﹤0.01%	262
2024 Q4	$1.21K	Hold	150	–	–	﹤0.01%	274
2024 Q3	$1.14K	Hold	150	–	–	﹤0.01%	278
2024 Q2	$926	Sell	150 -105	-41%	-$587	﹤0.01%	284
2024 Q1	$1.41K	Hold	255	–	–	﹤0.01%	301
2023 Q4	$1.61K	Hold	255	–	–	﹤0.01%	288
2023 Q3	$1.24K	Hold	255	–	–	﹤0.01%	281
2023 Q2	$1.49K	Hold	255	–	–	﹤0.01%	282
2023 Q1	$1K	Hold	255	–	–	﹤0.01%	283
2022 Q4	$1K	Hold	255	–	–	﹤0.01%	289
2022 Q3	$1K	Hold	255	–	–	﹤0.01%	303
2022 Q2	$2K	Hold	255	–	–	﹤0.01%	291
2022 Q1	$2K	Hold	255	–	–	﹤0.01%	293
2021 Q4	$3K	Hold	255	–	–	﹤0.01%	281
2021 Q3	$3K	Hold	255	–	–	﹤0.01%	277
2021 Q2	$3K	Hold	255	–	–	﹤0.01%	279
2021 Q1	$3K	Hold	255	–	–	﹤0.01%	274
2020 Q4	$3K	Hold	255	–	–	0.01%	263
2020 Q3	$3K	Hold	255	–	–	0.01%	255
2020 Q2	$2K	Hold	255	–	–	0.01%	248
2020 Q1	$2K	Hold	255	–	–	0.01%	235
2019 Q4	$2K	Hold	255	–	–	0.01%	241
2019 Q3	$2K	Buy	255 +105	+70%	+$895	0.01%	245
2019 Q2	$1K	Hold	150	–	–	﹤0.01%	268
2019 Q1	$1K	Buy	+150	New	+$1.36K	﹤0.01%	258
2015 Q2	–	Sell	-119	Closed	-$1K	–	257
2015 Q1	$1K	Hold	119	–	–	0.01%	227
2014 Q4	$1K	Hold	119	–	–	0.01%	230
2014 Q3	$1K	Buy	+119	New	+$1.48K	0.01%	215

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SRH Advisors's ERIC Position: Q4 2025 in Review

SRH Advisors sold out of Ericsson (ERIC) in Q4 2025, closing a stake of 150 shares — an estimated $1.24K sold.

SRH Advisors first reported a position in ERIC in Q3 2014 and held it in 30 quarters. The position peaked at $3K in Q4 2021. 350 funds tracked by Wall St. Rank hold ERIC as of Q4 2025.

SRH Advisors reported no remaining Ericsson position as of Q4 2025 after selling out during the quarter.
SRH Advisors sold 150 Ericsson shares in Q4 2025, an estimated $1.24K.
SRH Advisors first reported a position in Ericsson in Q3 2014 and held it in 30 quarters.
SRH Advisors's Ericsson position peaked at $3K in Q4 2021.
350 funds tracked by Wall St. Rank held Ericsson as of Q4 2025.

Based on SRH Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.