WFA of San Diego’s Ericsson ERIC Stock Holding History

WFA of San Diego’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 Q3	–	Sell	-21,535	Closed	-$189K	–	120
2020 Q2	$189K	Buy	+21,535	New	+$187K	0.04%	247

Other funds holding ERIC

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tairen Capital Hong Kong $924M AUM 105.21% 1-Year Est. Return

CMG

Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

WFA of San Diego's ERIC Position: Q3 2020 in Review

WFA of San Diego sold out of Ericsson (ERIC) in Q3 2020, closing a stake of 21,535 shares — an estimated $189K sold.

WFA of San Diego first reported a position in ERIC in Q2 2020 and held it in 1 quarter. The position peaked at $189K in Q2 2020. 316 funds tracked by Wall St. Rank hold ERIC as of Q3 2020.

WFA of San Diego reported no remaining Ericsson position as of Q3 2020 after selling out during the quarter.
WFA of San Diego sold 21,535 Ericsson shares in Q3 2020, an estimated $189K.
WFA of San Diego first reported a position in Ericsson in Q2 2020 and held it in 1 quarter.
WFA of San Diego's Ericsson position peaked at $189K in Q2 2020.
316 funds tracked by Wall St. Rank held Ericsson as of Q3 2020.

Based on WFA of San Diego's 13F filing for Q3 2020, filed 6 Nov 2020.