Stonebridge Financial Planning Group’s Ericsson ERIC Stock Holding History

Stonebridge Financial Planning Group’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
2022 Q1	–	Sell	-395	Closed	-$5K	–	179
2021 Q4	$5K	Hold	395	–	–	﹤0.01%	368
2021 Q3	$4K	Sell	395 -405	-51%	-$4.79K	﹤0.01%	382
2021 Q2	$10K	Buy	800 +5	+0.6%	+$67	0.01%	351
2021 Q1	$11K	Hold	795	–	–	0.01%	349
2020 Q4	$9K	Buy	795 +5	+0.6%	+$59	0.01%	331
2020 Q3	$8K	Hold	790	–	–	0.01%	327
2020 Q2	$7K	Buy	790 +5	+0.6%	+$43	0.01%	333
2020 Q1	$6K	Hold	785	–	–	0.01%	340
2019 Q4	$7K	Buy	+785	New	+$6.95K	0.01%	307

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

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

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

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

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Stonebridge Financial Planning Group's ERIC Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Ericsson (ERIC) in Q1 2022, closing a stake of 395 shares — an estimated $5K sold.

Stonebridge Financial Planning Group first reported a position in ERIC in Q4 2019 and held it in 9 quarters. The position peaked at $11K in Q1 2021. 345 funds tracked by Wall St. Rank hold ERIC as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining Ericsson position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 395 Ericsson shares in Q1 2022, an estimated $5K.
Stonebridge Financial Planning Group first reported a position in Ericsson in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's Ericsson position peaked at $11K in Q1 2021.
345 funds tracked by Wall St. Rank held Ericsson as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.