UMB Bank’s Ericsson ERIC Stock Holding History

UMB Bank’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 Q4	–	Sell	-2,000	Closed	-$16.5K	–	2298
2025 Q3	$16.5K	Hold	2,000	–	–	﹤0.01%	1510
2025 Q2	$17K	Hold	2,000	–	–	﹤0.01%	1432
2025 Q1	$15.5K	Hold	2,000	–	–	﹤0.01%	1405
2024 Q4	$16.1K	Hold	2,000	–	–	﹤0.01%	1332
2024 Q3	$15.2K	Hold	2,000	–	–	﹤0.01%	1330
2024 Q2	$12.3K	Buy	+2,000	New	+$11.2K	﹤0.01%	1221
2023 Q4	–	Sell	-1,887	Closed	-$9.17K	–	1647
2023 Q3	$9.17K	Buy	+1,887	New	+$9.6K	﹤0.01%	1311
2023 Q2	–	Sell	-1,393	Closed	-$8.15K	–	1700
2023 Q1	$8.15K	Buy	1,393 +1,272	+1,051%	+$7.25K	﹤0.01%	1329
2022 Q4	$1K	Sell	121 -338	-74%	-$2.03K	﹤0.01%	1612
2022 Q3	$3K	Sell	459 -15	-3%	-$107	﹤0.01%	1535
2022 Q2	$4K	Sell	474 -1,382	-74%	-$11.3K	﹤0.01%	1612
2022 Q1	$17K	Sell	1,856 -64	-3%	-$667	﹤0.01%	1306
2021 Q4	$21K	Buy	+1,920	New	+$21K	﹤0.01%	1256

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMB Bank's ERIC Position: Q4 2025 in Review

UMB Bank sold out of Ericsson (ERIC) in Q4 2025, closing a stake of 2,000 shares — an estimated $16.5K sold.

UMB Bank first reported a position in ERIC in Q4 2021 and held it in 13 quarters. The position peaked at $21K in Q4 2021. 351 funds tracked by Wall St. Rank hold ERIC as of Q4 2025.

UMB Bank reported no remaining Ericsson position as of Q4 2025 after selling out during the quarter.
UMB Bank sold 2,000 Ericsson shares in Q4 2025, an estimated $16.5K.
UMB Bank first reported a position in Ericsson in Q4 2021 and held it in 13 quarters.
UMB Bank's Ericsson position peaked at $21K in Q4 2021.
351 funds tracked by Wall St. Rank held Ericsson as of Q4 2025.

Based on UMB Bank's 13F filing for Q4 2025, filed 13 Feb 2026.