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Valeo Financial Advisors’s Ericsson ERIC Stock Holding History

Valeo Financial Advisors’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
Q1 		– Sell
-10,012
Closed -$80.7K – 711
2024
Q4 		$80.7K Buy
+10,012
New +$81.4K ﹤0.01% 707
2023
Q4 		– Sell
-14,837
Closed -$72.1K – 681
2023
Q3 		$72.1K Buy
14,837
+2,480
+20% +$12.6K ﹤0.01% 597
2023
Q2 		$67.3K Buy
12,357
+1,851
+18% +$9.93K ﹤0.01% 571
2023
Q1 		$61.5K Buy
+10,506
New +$59.9K ﹤0.01% 584
2021
Q2 		– Sell
-3,830
Closed -$51K – 901
2021
Q1 		$51K Buy
3,830
+25
+0.7% +$318 ﹤0.01% 862
2020
Q4 		$45K Buy
3,805
+3,555
+1,422% +$41.7K ﹤0.01% 812
2020
Q3 		$3K Hold
250
– – ﹤0.01% 1338
2020
Q2 		$2K Hold
250
– – ﹤0.01% 1745
2020
Q1 		$2K Sell
250
-104
-29% -$851 ﹤0.01% 1511
2019
Q4 		$3K Hold
354
– – ﹤0.01% 1385
2019
Q3 		$3K Buy
354
+104
+42% +$887 ﹤0.01% 1317
2019
Q2 		$2K Hold
250
– – ﹤0.01% 1394
2019
Q1 		$2K Hold
250
– – ﹤0.01% 1345
2018
Q4 		$2K Sell
250
-613
-71% -$5.33K ﹤0.01% 1270
2018
Q3 		$7K Sell
863
-619
-42% -$5.08K ﹤0.01% 1074
2018
Q2 		$12K Sell
1,482
-14
-0.9% -$102 ﹤0.01% 897
2018
Q1 		$10K Hold
1,496
– – ﹤0.01% 918
2017
Q4 		$10K Buy
1,496
+1,246
+498% +$7.77K ﹤0.01% 832
2017
Q3 		$1K Buy
+250
New +$1.54K ﹤0.01% 1087

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return

Valeo Financial Advisors's ERIC Position: Q1 2025 in Review

Valeo Financial Advisors sold out of Ericsson (ERIC) in Q1 2025, closing a stake of 10,012 shares — an estimated $80.7K sold.

Valeo Financial Advisors first reported a position in ERIC in Q3 2017 and held it in 19 quarters. The position peaked at $80.7K in Q4 2024. 323 funds tracked by Wall St. Rank hold ERIC as of Q1 2025.

  • Valeo Financial Advisors reported no remaining Ericsson position as of Q1 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 10,012 Ericsson shares in Q1 2025, an estimated $80.7K.
  • Valeo Financial Advisors first reported a position in Ericsson in Q3 2017 and held it in 19 quarters.
  • Valeo Financial Advisors's Ericsson position peaked at $80.7K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held Ericsson as of Q1 2025.

Based on Valeo Financial Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.