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Tradition Wealth Management’s Ericsson ERIC Stock Holding History

Tradition Wealth 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
2023
Q3 		– Sell
-500
Closed -$3K – 1372
2023
Q2 		$3K Sell
500
-150
-23% -$805 ﹤0.01% 1323
2023
Q1 		$4K Hold
650
– – ﹤0.01% 1202
2022
Q4 		$4K Hold
650
– – ﹤0.01% 1081
2022
Q3 		$4K Hold
650
– – ﹤0.01% 1103
2022
Q2 		$5K Buy
650
+150
+30% +$1.23K ﹤0.01% 949
2022
Q1 		$5K Buy
+500
New +$5.21K ﹤0.01% 1027
2021
Q1 		– Sell
-300
Closed -$4K – 864
2020
Q4 		$4K Buy
+300
New +$3.52K ﹤0.01% 869

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return

Tradition Wealth Management's ERIC Position: Q3 2023 in Review

Tradition Wealth Management sold out of Ericsson (ERIC) in Q3 2023, closing a stake of 500 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in ERIC in Q4 2020 and held it in 7 quarters. The position peaked at $5K in Q2 2022. 236 funds tracked by Wall St. Rank hold ERIC as of Q3 2023.

  • Tradition Wealth Management reported no remaining Ericsson position as of Q3 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 500 Ericsson shares in Q3 2023, an estimated $3K.
  • Tradition Wealth Management first reported a position in Ericsson in Q4 2020 and held it in 7 quarters.
  • Tradition Wealth Management's Ericsson position peaked at $5K in Q2 2022.
  • 236 funds tracked by Wall St. Rank held Ericsson as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.