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Winslow Evans & Crocker’s Ericsson ERIC Stock Holding History

Winslow Evans & Crocker’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
Q1 		– Sell
-1,106
Closed -$10K – 1136
2019
Q4 		$10K Hold
1,106
– – ﹤0.01% 819
2019
Q3 		$10K Hold
1,106
– – ﹤0.01% 805
2019
Q2 		$12K Buy
1,106
+540
+95% +$5.23K ﹤0.01% 767
2019
Q1 		$6K Buy
+566
New +$5.12K ﹤0.01% 925
2016
Q2 		– Sell
-30,100
Closed -$302K – 1289
2016
Q1 		$302K Hold
30,100
– – 0.09% 203
2015
Q4 		$289K Buy
+30,100
New +$293K 0.08% 236

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return

Winslow Evans & Crocker's ERIC Position: Q1 2020 in Review

Winslow Evans & Crocker sold out of Ericsson (ERIC) in Q1 2020, closing a stake of 1,106 shares — an estimated $10K sold.

Winslow Evans & Crocker first reported a position in ERIC in Q4 2015 and held it in 6 quarters. The position peaked at $302K in Q1 2016. 270 funds tracked by Wall St. Rank hold ERIC as of Q1 2020.

  • Winslow Evans & Crocker reported no remaining Ericsson position as of Q1 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 1,106 Ericsson shares in Q1 2020, an estimated $10K.
  • Winslow Evans & Crocker first reported a position in Ericsson in Q4 2015 and held it in 6 quarters.
  • Winslow Evans & Crocker's Ericsson position peaked at $302K in Q1 2016.
  • 270 funds tracked by Wall St. Rank held Ericsson as of Q1 2020.

Based on Winslow Evans & Crocker's 13F filing for Q1 2020, filed 20 Apr 2020.