Strategic Global Advisors’s Ericsson ERIC Stock Holding History

Strategic Global 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
2026 Q1	$746K	Buy	66,235 +13,374	+25%	+$145K	0.12%	123
2025 Q4	$510K	Buy	+52,861	New	+$501K	0.08%	123
2023 Q4	–	Sell	-18,431	Closed	-$89.6K	–	149
2023 Q3	$89.6K	Sell	18,431 -272	-1%	-$1.38K	0.01%	146
2023 Q2	$102K	Sell	18,703 -57	-0.3%	-$306	0.02%	143
2023 Q1	$110K	Buy	18,760 +748	+4%	+$4.27K	0.02%	140
2022 Q4	$105K	Sell	18,012 -123	-0.7%	-$739	0.02%	135
2022 Q3	$104K	Buy	18,135 +477	+3%	+$3.42K	0.02%	142
2022 Q2	$131K	Sell	17,658 -267	-1%	-$2.18K	0.02%	144
2022 Q1	$164K	Sell	17,925 -10,746	-37%	-$112K	0.02%	134
2021 Q4	$1.4M	Sell	28,671 -114,086	-80%	-$1.25M	0.18%	116
2021 Q3	$1.6M	Sell	142,757 -417	-0.3%	-$4.93K	0.23%	114
2021 Q2	$1.8M	Buy	+143,174	New	+$1.92M	0.33%	103
2021 Q1	–	Sell	-120,966	Closed	-$1.45M	–	173
2020 Q4	$1.45M	Buy	+120,966	New	+$1.42M	0.26%	112

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America

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

SEI Investments

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

Fidelity Investments

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