Yousif Capital Management’s Ericsson ERIC Stock Holding History

Yousif Capital Management’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
2026 Q2	$140K	Sell	12,576 -42,652	-77%	-$514K	﹤0.01%	1634
2026 Q1	$622K	Hold	55,228	–	–	0.01%	1297
2025 Q4	$520K	Hold	55,228	–	–	0.01%	1401
2025 Q3	$457K	Hold	55,228	–	–	﹤0.01%	1479
2025 Q2	$468K	Buy	55,228 +8,010	+17%	+$65.8K	0.01%	1491
2025 Q1	$366K	Hold	47,218	–	–	﹤0.01%	1568
2024 Q4	$381K	Hold	47,218	–	–	﹤0.01%	1586
2024 Q3	$358K	Sell	47,218 -1,762	-4%	-$12.3K	﹤0.01%	1646
2024 Q2	$302K	Sell	48,980 -3,165	-6%	-$17.7K	﹤0.01%	1687
2024 Q1	$287K	Hold	52,145	–	–	﹤0.01%	1759
2023 Q4	$329K	Hold	52,145	–	–	﹤0.01%	1722
2023 Q3	$253K	Hold	52,145	–	–	﹤0.01%	1767
2023 Q2	$284K	Buy	52,145 +797	+2%	+$4.28K	﹤0.01%	1730
2023 Q1	$300K	Hold	51,348	–	–	﹤0.01%	1696
2022 Q4	$300K	Hold	51,348	–	–	﹤0.01%	1713
2022 Q3	$295K	Buy	51,348 +4,100	+9%	+$29.4K	﹤0.01%	1696
2022 Q2	$350K	Sell	47,248 -345	-0.7%	-$2.82K	﹤0.01%	1677
2022 Q1	$435K	Hold	47,593	–	–	﹤0.01%	1698
2021 Q4	$517K	Buy	+47,593	New	+$520K	0.01%	1650

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Yousif Capital Management's ERIC Position: Q2 2026 in Review

Yousif Capital Management reduced its Ericsson (ERIC) stake by 77% in Q2 2026, selling an estimated $514K and leaving 12,576 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Yousif Capital Management first reported a position in ERIC in Q4 2021 and has held it in 19 quarters since. The position peaked at $622K in Q1 2026. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Yousif Capital Management held 12,576 shares of Ericsson worth $140K as of Q2 2026.
Yousif Capital Management sold 42,652 Ericsson shares in Q2 2026, an estimated $514K.
Ericsson made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1634 holding.
Yousif Capital Management first reported a position in Ericsson in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Ericsson position peaked at $622K in Q1 2026.
391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.