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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return