Y-Intercept (HK)’s Ericsson ERIC Stock Holding History

Y-Intercept (HK)’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	-494,505	Closed	-$4.09M	–	1672
2025 Q3	$4.09M	Buy	494,505 +114,154	+30%	+$893K	0.1%	276
2025 Q2	$3.23M	Buy	+380,351	New	+$3.13M	0.08%	381
2024 Q4	–	Sell	-217,072	Closed	-$1.65M	–	1310
2024 Q3	$1.65M	Buy	+217,072	New	+$1.52M	0.1%	265
2023 Q3	–	Sell	-120,888	Closed	-$659K	–	1186
2023 Q2	$659K	Sell	120,888 -365,042	-75%	-$1.96M	0.07%	458
2023 Q1	$2.84M	Buy	485,930 +221,406	+84%	+$1.26M	0.33%	45
2022 Q4	$1.54M	Buy	+264,524	New	+$1.59M	0.23%	99
2022 Q1	–	Sell	-18,663	Closed	-$203K	–	787
2021 Q4	$203K	Buy	+18,663	New	+$204K	0.05%	514
2021 Q2	–	Sell	-49,376	Closed	-$656K	–	697
2021 Q1	$656K	Buy	49,376 +18,061	+58%	+$230K	0.18%	185
2020 Q4	$371K	Buy	+31,315	New	+$367K	0.16%	243

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