West Branch Capital’s Ericsson ERIC Stock Holding History

West Branch Capital’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	-100	Closed	-$858	–	431
2025 Q3	$858	Hold	100	–	–	﹤0.01%	385
2025 Q2	$858	Hold	100	–	–	﹤0.01%	403
2025 Q1	$776	Hold	100	–	–	﹤0.01%	424
2024 Q4	$806	Hold	100	–	–	﹤0.01%	406
2024 Q3	$758	Hold	100	–	–	﹤0.01%	398
2024 Q2	$617	Hold	100	–	–	﹤0.01%	404
2024 Q1	$551	Hold	100	–	–	﹤0.01%	398
2023 Q4	$630	Hold	100	–	–	﹤0.01%	417
2023 Q3	$486	Hold	100	–	–	﹤0.01%	413
2023 Q2	$545	Hold	100	–	–	﹤0.01%	414
2023 Q1	$585	Hold	100	–	–	﹤0.01%	419
2022 Q4	$584	Hold	100	–	–	﹤0.01%	415
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	419
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	401
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	399
2021 Q4	$1K	Hold	100	–	–	﹤0.01%	428
2021 Q3	$1K	Hold	100	–	–	﹤0.01%	405
2021 Q2	$1K	Buy	+100	New	+$1.34K	﹤0.01%	419

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