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SVB Wealth’s Ericsson ERIC Stock Holding History

SVB Wealth’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
2023
Q2 		– Sell
-11,215
Closed -$65.6K – 949
2023
Q1 		$65.6K Sell
11,215
-2,174
-16% -$12.4K ﹤0.01% 965
2022
Q4 		$78.2K Sell
13,389
-647
-5% -$3.89K ﹤0.01% 985
2022
Q3 		$80K Buy
14,036
+1,616
+13% +$11.6K ﹤0.01% 933
2022
Q2 		$92K Buy
12,420
+57
+0.5% +$466 ﹤0.01% 719
2022
Q1 		$113K Buy
+12,363
New +$129K ﹤0.01% 719

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
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

SVB Wealth's ERIC Position: Q2 2023 in Review

SVB Wealth sold out of Ericsson (ERIC) in Q2 2023, closing a stake of 11,215 shares — an estimated $65.6K sold.

SVB Wealth first reported a position in ERIC in Q1 2022 and held it in 5 quarters. The position peaked at $113K in Q1 2022. 249 funds tracked by Wall St. Rank hold ERIC as of Q2 2023.

  • SVB Wealth reported no remaining Ericsson position as of Q2 2023 after selling out during the quarter.
  • SVB Wealth sold 11,215 Ericsson shares in Q2 2023, an estimated $65.6K.
  • SVB Wealth first reported a position in Ericsson in Q1 2022 and held it in 5 quarters.
  • SVB Wealth's Ericsson position peaked at $113K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held Ericsson as of Q2 2023.

Based on SVB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.