TIM
ERIC icon

Tortoise Investment Management’s Ericsson ERIC Stock Holding History

Tortoise Investment Management’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
Q3 		– Sell
-80
Closed -$1K – 755
2022
Q2 		$1K Hold
80
– – ﹤0.01% 710
2022
Q1 		$1K Hold
80
– – ﹤0.01% 661
2021
Q4 		$1K Hold
80
– – ﹤0.01% 630
2021
Q3 		$1K Hold
80
– – ﹤0.01% 600
2021
Q2 		$1K Hold
80
– – ﹤0.01% 581
2021
Q1 		$1K Buy
+80
New +$1.02K ﹤0.01% 566

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Tortoise Investment Management's ERIC Position: Q3 2022 in Review

Tortoise Investment Management sold out of Ericsson (ERIC) in Q3 2022, closing a stake of 80 shares — an estimated $1K sold.

Tortoise Investment Management first reported a position in ERIC in Q1 2021 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 300 funds tracked by Wall St. Rank hold ERIC as of Q3 2022.

  • Tortoise Investment Management reported no remaining Ericsson position as of Q3 2022 after selling out during the quarter.
  • Tortoise Investment Management sold 80 Ericsson shares in Q3 2022, an estimated $1K.
  • Tortoise Investment Management first reported a position in Ericsson in Q1 2021 and held it in 6 quarters.
  • Tortoise Investment Management's Ericsson position peaked at $1K in Q2 2022.
  • 300 funds tracked by Wall St. Rank held Ericsson as of Q3 2022.

Based on Tortoise Investment Management's 13F filing for Q3 2022, filed 4 Nov 2022.