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

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Primecap Management

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

Arrowstreet Capital

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

Renaissance Technologies

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America

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