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Westwood Holdings Group’s Ericsson ERIC Stock Holding History

Westwood Holdings Group’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
2020
Q4 		– Sell
-11,440
Closed -$125K – 444
2020
Q3 		$125K Hold
11,440
– – ﹤0.01% 392
2020
Q2 		$106K Sell
11,440
-1,367
-11% -$11.9K ﹤0.01% 391
2020
Q1 		$104K Buy
+12,807
New +$105K ﹤0.01% 388
2019
Q3 		– Sell
-12,382
Closed -$118K – 484
2019
Q2 		$118K Buy
+12,382
New +$120K ﹤0.01% 476

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westwood Holdings Group's ERIC Position: Q4 2020 in Review

Westwood Holdings Group sold out of Ericsson (ERIC) in Q4 2020, closing a stake of 11,440 shares — an estimated $125K sold.

Westwood Holdings Group first reported a position in ERIC in Q2 2019 and held it in 4 quarters. The position peaked at $125K in Q3 2020. 358 funds tracked by Wall St. Rank hold ERIC as of Q4 2020.

  • Westwood Holdings Group reported no remaining Ericsson position as of Q4 2020 after selling out during the quarter.
  • Westwood Holdings Group sold 11,440 Ericsson shares in Q4 2020, an estimated $125K.
  • Westwood Holdings Group first reported a position in Ericsson in Q2 2019 and held it in 4 quarters.
  • Westwood Holdings Group's Ericsson position peaked at $125K in Q3 2020.
  • 358 funds tracked by Wall St. Rank held Ericsson as of Q4 2020.

Based on Westwood Holdings Group's 13F filing for Q4 2020, filed 12 Feb 2021.