WhitTier Trust Company’s Ericsson ERIC Stock Holding History

WhitTier Trust Company’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 Q3	–	Sell	-134	Closed	-$1.14K	–	1351
2025 Q2	$1.14K	Hold	134	–	–	﹤0.01%	1352
2025 Q1	$1.04K	Hold	134	–	–	﹤0.01%	1336
2024 Q4	$1.08K	Hold	134	–	–	﹤0.01%	1273
2024 Q3	$1.01K	Hold	134	–	–	﹤0.01%	1271
2024 Q2	$826	Hold	134	–	–	﹤0.01%	1218
2024 Q1	$737	Buy	134 +50	+60%	+$282	﹤0.01%	1172
2023 Q4	$529	Hold	84	–	–	﹤0.01%	1174
2023 Q3	$408	Hold	84	–	–	﹤0.01%	1133
2023 Q2	$457	Hold	84	–	–	﹤0.01%	1147
2023 Q1	$491	Hold	84	–	–	﹤0.01%	1133
2022 Q4	$490	Hold	84	–	–	﹤0.01%	1157
2022 Q3	$0	Hold	84	–	–	﹤0.01%	1109
2022 Q2	$1K	Hold	84	–	–	﹤0.01%	1088
2022 Q1	$1K	Hold	84	–	–	﹤0.01%	1080
2021 Q4	$1K	Sell	84 -433	-84%	-$4.73K	﹤0.01%	1038
2021 Q3	$6K	Hold	517	–	–	﹤0.01%	983
2021 Q2	$7K	Hold	517	–	–	﹤0.01%	898
2021 Q1	$7K	Hold	517	–	–	﹤0.01%	888
2020 Q4	$6K	Hold	517	–	–	﹤0.01%	878
2020 Q3	$6K	Hold	517	–	–	﹤0.01%	858
2020 Q2	$5K	Hold	517	–	–	﹤0.01%	852
2020 Q1	$4K	Hold	517	–	–	﹤0.01%	881
2019 Q4	$5K	Hold	517	–	–	﹤0.01%	923
2019 Q3	$4K	Hold	517	–	–	﹤0.01%	932
2019 Q2	$5K	Hold	517	–	–	﹤0.01%	909
2019 Q1	$5K	Hold	517	–	–	﹤0.01%	907
2018 Q4	$5K	Hold	517	–	–	﹤0.01%	925
2018 Q3	$5K	Hold	517	–	–	﹤0.01%	867
2018 Q2	$4K	Hold	517	–	–	﹤0.01%	886
2018 Q1	$3K	Hold	517	–	–	﹤0.01%	946
2017 Q4	$3K	Hold	517	–	–	﹤0.01%	923
2017 Q3	$3K	Buy	517 +433	+515%	+$2.68K	﹤0.01%	918
2017 Q2	$1K	Sell	84 -588	-88%	-$3.99K	﹤0.01%	891
2017 Q1	$4K	Hold	672	–	–	﹤0.01%	863
2016 Q4	$4K	Hold	672	–	–	﹤0.01%	878
2016 Q3	$5K	Hold	672	–	–	﹤0.01%	822
2016 Q2	$5K	Hold	672	–	–	﹤0.01%	827
2016 Q1	$7K	Hold	672	–	–	﹤0.01%	806
2015 Q4	$6K	Hold	672	–	–	﹤0.01%	804
2015 Q3	$7K	Hold	672	–	–	﹤0.01%	797
2015 Q2	$7K	Hold	672	–	–	﹤0.01%	813
2015 Q1	$8K	Hold	672	–	–	﹤0.01%	801
2014 Q4	$8K	Hold	672	–	–	﹤0.01%	804
2014 Q3	$8K	Hold	672	–	–	﹤0.01%	810
2014 Q2	$8K	Hold	672	–	–	﹤0.01%	814
2014 Q1	$9K	Hold	672	–	–	﹤0.01%	830
2013 Q4	$8K	Hold	672	–	–	﹤0.01%	798
2013 Q3	$9K	Hold	672	–	–	﹤0.01%	775
2013 Q2	$8K	Buy	+672	New	+$8.03K	﹤0.01%	776

Other funds holding ERIC

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

WhitTier Trust Company's ERIC Position: Q3 2025 in Review

WhitTier Trust Company sold out of Ericsson (ERIC) in Q3 2025, closing a stake of 134 shares — an estimated $1.14K sold.

WhitTier Trust Company first reported a position in ERIC in Q2 2013 and held it in 49 quarters. The position peaked at $9K in Q1 2014. 327 funds tracked by Wall St. Rank hold ERIC as of Q3 2025.

WhitTier Trust Company reported no remaining Ericsson position as of Q3 2025 after selling out during the quarter.
WhitTier Trust Company sold 134 Ericsson shares in Q3 2025, an estimated $1.14K.
WhitTier Trust Company first reported a position in Ericsson in Q2 2013 and held it in 49 quarters.
WhitTier Trust Company's Ericsson position peaked at $9K in Q1 2014.
327 funds tracked by Wall St. Rank held Ericsson as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.