SWP
ERIC icon

Strategic Wealth Partners’s Ericsson ERIC Stock Holding History

Strategic Wealth Partners’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
2024
Q1 		– Sell
-41,806
Closed -$263K – 291
2023
Q4 		$263K Sell
41,806
-239,068
-85% -$1.21M 0.03% 235
2023
Q3 		$1.37M Sell
280,874
-56,730
-17% -$289K 0.18% 134
2023
Q2 		$1.84M Sell
337,604
-4,827
-1% -$25.9K 0.24% 117
2023
Q1 		$2M Sell
342,431
-4,404
-1% -$25.1K 0.31% 93
2022
Q4 		$2.03M Buy
+346,835
New +$2.08M 0.38% 80
2022
Q1 		– Sell
-565,571
Closed -$6.15M – 268
2021
Q4 		$6.15M Buy
+565,571
New +$6.18M 1.17% 15

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 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
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Wealth Partners's ERIC Position: Q1 2024 in Review

Strategic Wealth Partners sold out of Ericsson (ERIC) in Q1 2024, closing a stake of 41,806 shares — an estimated $263K sold.

Strategic Wealth Partners first reported a position in ERIC in Q4 2021 and held it in 6 quarters. The position peaked at $6.15M in Q4 2021. 239 funds tracked by Wall St. Rank hold ERIC as of Q1 2024.

  • Strategic Wealth Partners reported no remaining Ericsson position as of Q1 2024 after selling out during the quarter.
  • Strategic Wealth Partners sold 41,806 Ericsson shares in Q1 2024, an estimated $263K.
  • Strategic Wealth Partners first reported a position in Ericsson in Q4 2021 and held it in 6 quarters.
  • Strategic Wealth Partners's Ericsson position peaked at $6.15M in Q4 2021.
  • 239 funds tracked by Wall St. Rank held Ericsson as of Q1 2024.

Based on Strategic Wealth Partners's 13F filing for Q1 2024, filed 20 May 2024.