Stifel Financial’s Ericsson ERIC Stock Holding History

Stifel Financial’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 Q3	–	Sell	-175,759	Closed	-$1.49M	–	3567
2025 Q2	$1.49M	Sell	175,759 -78,405	-31%	-$644K	﹤0.01%	2053
2025 Q1	$1.97M	Sell	254,164 -45,311	-15%	-$366K	﹤0.01%	1764
2024 Q4	$2.41M	Sell	299,475 -31,132	-9%	-$253K	﹤0.01%	1642
2024 Q3	$2.51M	Sell	330,607 -11,984	-3%	-$83.8K	﹤0.01%	1630
2024 Q2	$2.11M	Buy	342,591 +146,832	+75%	+$820K	﹤0.01%	1684
2024 Q1	$1.08M	Buy	195,759 +15,881	+9%	+$89.5K	﹤0.01%	2140
2023 Q4	$1.13M	Sell	179,878 -147,243	-45%	-$746K	﹤0.01%	2069
2023 Q3	$1.59M	Sell	327,121 -23,786	-7%	-$121K	﹤0.01%	1745
2023 Q2	$1.91M	Buy	350,907 +100,924	+40%	+$541K	﹤0.01%	1659
2023 Q1	$1.46M	Buy	249,983 +124,783	+100%	+$712K	﹤0.01%	1769
2022 Q4	$731K	Sell	125,200 -2,840	-2%	-$17.1K	﹤0.01%	2240
2022 Q3	$735K	Buy	128,040 +764	+0.6%	+$5.47K	﹤0.01%	2172
2022 Q2	$942K	Buy	127,276 +1,009	+0.8%	+$8.24K	﹤0.01%	2037
2022 Q1	$1.15M	Sell	126,267 -87,420	-41%	-$911K	﹤0.01%	2007
2021 Q4	$2.32M	Buy	213,687 +86,732	+68%	+$948K	﹤0.01%	1504
2021 Q3	$1.42M	Sell	126,955 -87,456	-41%	-$1.03M	﹤0.01%	1817
2021 Q2	$2.7M	Buy	214,411 +4,287	+2%	+$57.4K	﹤0.01%	1412
2021 Q1	$2.77M	Sell	210,124 -66	-0%	-$840	﹤0.01%	1314
2020 Q4	$2.51M	Buy	210,190 +103,525	+97%	+$1.21M	﹤0.01%	1252
2020 Q3	$1.16M	Buy	106,665 +12,868	+14%	+$142K	﹤0.01%	1532
2020 Q2	$873K	Sell	93,797 -2,498	-3%	-$21.7K	﹤0.01%	1660
2020 Q1	$777K	Buy	96,295 +1,237	+1%	+$10.1K	﹤0.01%	1589
2019 Q4	$833K	Buy	95,058 +4,439	+5%	+$39.3K	﹤0.01%	1953
2019 Q3	$725K	Sell	90,619 -132,949	-59%	-$1.13M	﹤0.01%	1958
2019 Q2	$2.14M	Sell	223,568 -118,005	-35%	-$1.14M	0.01%	1287
2019 Q1	$3.13M	Sell	341,573 -56,298	-14%	-$509K	0.01%	1011
2018 Q4	$3.54M	Buy	397,871 +140,931	+55%	+$1.22M	0.01%	907
2018 Q3	$2.27M	Buy	256,940 +5,824	+2%	+$47.7K	0.01%	1190
2018 Q2	$1.94M	Buy	251,116 +72,331	+40%	+$529K	0.01%	1227
2018 Q1	$1.14M	Buy	178,785 +12,057	+7%	+$81.1K	﹤0.01%	1488
2017 Q4	$1.11M	Buy	166,728 +57,200	+52%	+$357K	﹤0.01%	1457
2017 Q3	$629K	Sell	109,528 -11,533	-10%	-$71.3K	﹤0.01%	1749
2017 Q2	$875K	Buy	121,061 +4,152	+4%	+$28.2K	﹤0.01%	1541
2017 Q1	$781K	Buy	116,909 +20,936	+22%	+$129K	﹤0.01%	1571
2016 Q4	$568K	Sell	95,973 -22,911	-19%	-$126K	﹤0.01%	1709
2016 Q3	$854K	Sell	118,884 -60,023	-34%	-$435K	﹤0.01%	1420
2016 Q2	$1.37M	Sell	178,907 -3,524	-2%	-$28.9K	0.01%	1176
2016 Q1	$1.83M	Sell	182,431 -141,938	-44%	-$1.31M	0.01%	960
2015 Q4	$3.12M	Sell	324,369 -15,138	-4%	-$147K	0.02%	769
2015 Q3	$3.32M	Buy	339,507 +14,497	+4%	+$147K	0.02%	690
2015 Q2	$3.37M	Buy	325,010 +51,769	+19%	+$599K	0.02%	740
2015 Q1	$3.43M	Sell	273,241 -5,208	-2%	-$65.2K	0.02%	731
2014 Q4	$3.37M	Buy	278,449 +165,315	+146%	+$1.99M	0.02%	705
2014 Q3	$1.42M	Buy	113,134 +57,807	+104%	+$718K	0.01%	918
2014 Q2	$669K	Buy	55,327 +16,195	+41%	+$202K	0.01%	1322
2014 Q1	$522K	Buy	+39,132	New	+$489K	0.01%	1414

Other funds holding ERIC

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

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

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

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

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

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Stifel Financial's ERIC Position: Q3 2025 in Review

Stifel Financial sold out of Ericsson (ERIC) in Q3 2025, closing a stake of 175,759 shares — an estimated $1.49M sold.

Stifel Financial first reported a position in ERIC in Q1 2014 and held it in 46 quarters. The position peaked at $3.54M in Q4 2018. 327 funds tracked by Wall St. Rank hold ERIC as of Q3 2025.

Stifel Financial reported no remaining Ericsson position as of Q3 2025 after selling out during the quarter.
Stifel Financial sold 175,759 Ericsson shares in Q3 2025, an estimated $1.49M.
Stifel Financial first reported a position in Ericsson in Q1 2014 and held it in 46 quarters.
Stifel Financial's Ericsson position peaked at $3.54M in Q4 2018.
327 funds tracked by Wall St. Rank held Ericsson as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.