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Summit Securities Group’s Ericsson ERIC Stock Holding History

Summit Securities 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
2025
Q3 		– Sell
-924,788
Closed -$7.84M – 1112
2025
Q2 		$7.84M Buy
924,788
+717,929
+347% +$5.9M 1.51% 11
2025
Q1 		$1.61M Buy
206,859
+137,930
+200% +$1.11M 0.25% 42
2024
Q4 		$556K Buy
+68,929
New +$560K 0.11% 129
2023
Q3 		– Sell
-481,561
Closed -$2.6M – 705
2023
Q2 		$2.6M Buy
+481,561
New +$2.58M 0.34% 50
2022
Q2 		– Sell
-56,000
Closed -$512K – 1025
2022
Q1 		$512K Buy
+56,000
New +$583K 0.06% 224
2015
Q1 		– Sell
-600
Closed -$7K – 454
2014
Q4 		$7K Hold
600
– – ﹤0.01% 479
2014
Q3 		$8K Sell
600
-200
-25% -$2.48K ﹤0.01% 551
2014
Q2 		$10K Buy
+800
New +$9.96K ﹤0.01% 404

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Summit Securities Group's ERIC Position: Q3 2025 in Review

Summit Securities Group sold out of Ericsson (ERIC) in Q3 2025, closing a stake of 924,788 shares — an estimated $7.84M sold.

Summit Securities Group first reported a position in ERIC in Q2 2014 and held it in 8 quarters. The position peaked at $7.84M in Q2 2025. 327 funds tracked by Wall St. Rank hold ERIC as of Q3 2025.

  • Summit Securities Group reported no remaining Ericsson position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 924,788 Ericsson shares in Q3 2025, an estimated $7.84M.
  • Summit Securities Group first reported a position in Ericsson in Q2 2014 and held it in 8 quarters.
  • Summit Securities Group's Ericsson position peaked at $7.84M in Q2 2025.
  • 327 funds tracked by Wall St. Rank held Ericsson as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.