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WealthStone’s Ericsson ERIC Stock Holding History

WealthStone’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
2021
Q1 		$135K Buy
+10,248
New +$130K 0.05% 262
2019
Q3 		– Sell
-274
Closed -$2.6K – 234
2019
Q2 		$2.6K Buy
+274
New +$2.65K ﹤0.01% 481

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

WealthStone's ERIC Position: Q1 2021 in Review

WealthStone opened a new position in Ericsson (ERIC) in Q1 2021: 10,248 shares worth $135K. The stake represents 0.05% of the portfolio and ranks #262 among its holdings. This is a return to the name: WealthStone previously reported a position in ERIC as recently as Q2 2019.

WealthStone first reported a position in ERIC in Q2 2019 and has held it in 2 quarters since. 371 funds tracked by Wall St. Rank hold ERIC as of Q1 2021.

  • WealthStone held 10,248 shares of Ericsson worth $135K as of Q1 2021.
  • Ericsson was a new WealthStone position in Q1 2021.
  • Ericsson made up 0.05% of WealthStone's portfolio in Q1 2021, its #262 holding.
  • WealthStone first reported a position in Ericsson in Q2 2019 and has held it in 2 quarters since.
  • 371 funds tracked by Wall St. Rank held Ericsson as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.