UM
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Ulysses Management’s Ericsson ERIC Stock Holding History

Ulysses 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
Q1 		– Sell
-100,000
Closed -$584K – 53
2022
Q4 		$584K Buy
100,000
+40,000
+67% +$240K 0.14% 36
2022
Q3 		$344K Sell
60,000
-25,000
-29% -$179K 0.05% 43
2022
Q2 		$629K Hold
85,000
– – 0.1% 46
2022
Q1 		$777K Sell
85,000
-65,000
-43% -$677K 0.09% 43
2021
Q4 		$1.63M Sell
150,000
-880,200
-85% -$9.62M 0.18% 36
2021
Q3 		$11.5M Hold
1,030,200
– – 1.21% 23
2021
Q2 		$13M Hold
1,030,200
– – 1.63% 21
2021
Q1 		$13.6M Buy
1,030,200
+50,000
+5% +$637K 1.45% 22
2020
Q4 		$11.7M Buy
980,200
+50,000
+5% +$586K 2.11% 13
2020
Q3 		$10.1M Sell
930,200
-100,000
-10% -$1.1M 1.11% 19
2020
Q2 		$9.58M Hold
1,030,200
– – 1.37% 16
2020
Q1 		$8.33M Buy
1,030,200
+150,000
+17% +$1.23M 1.67% 17
2019
Q4 		$7.73M Sell
880,200
-100,000
-10% -$885K 0.75% 26
2019
Q3 		$7.83M Sell
980,200
-100,000
-9% -$853K 0.73% 24
2019
Q2 		$10.3M Sell
1,080,200
-225,000
-17% -$2.18M 0.92% 19
2019
Q1 		$12M Buy
1,305,200
+55,200
+4% +$499K 1.08% 20
2018
Q4 		$11.1M Sell
1,250,000
-150,000
-11% -$1.3M 1.49% 21
2018
Q3 		$12.3M Sell
1,400,000
-350,000
-20% -$2.87M 0.97% 22
2018
Q2 		$13.4M Hold
1,750,000
– – 1.17% 23
2018
Q1 		$11.2M Hold
1,750,000
– – 1.03% 24
2017
Q4 		$11.7M Buy
1,750,000
+150,000
+9% +$935K 1.24% 20
2017
Q3 		$9.2M Buy
1,600,000
+600,000
+60% +$3.71M 1% 22
2017
Q2 		$7.17M Buy
+1,000,000
New +$6.78M 0.9% 19
2014
Q4 		– Sell
-125,000
Closed -$1.57M – 62
2014
Q3 		$1.57M Hold
125,000
– – 0.2% 42
2014
Q2 		$1.51M Hold
125,000
– – 0.25% 37
2014
Q1 		$1.67M Hold
125,000
– – 0.33% 36
2013
Q4 		$1.53M Hold
125,000
– – 0.26% 34
2013
Q3 		$1.67M Buy
+125,000
New +$1.55M 0.21% 25

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ulysses Management's ERIC Position: Q1 2023 in Review

Ulysses Management sold out of Ericsson (ERIC) in Q1 2023, closing a stake of 100,000 shares — an estimated $584K sold.

Ulysses Management first reported a position in ERIC in Q3 2013 and held it in 28 quarters. The position peaked at $13.6M in Q1 2021. 271 funds tracked by Wall St. Rank hold ERIC as of Q1 2023.

  • Ulysses Management reported no remaining Ericsson position as of Q1 2023 after selling out during the quarter.
  • Ulysses Management sold 100,000 Ericsson shares in Q1 2023, an estimated $584K.
  • Ulysses Management first reported a position in Ericsson in Q3 2013 and held it in 28 quarters.
  • Ulysses Management's Ericsson position peaked at $13.6M in Q1 2021.
  • 271 funds tracked by Wall St. Rank held Ericsson as of Q1 2023.

Based on Ulysses Management's 13F filing for Q1 2023, filed 15 May 2023.