ERIC β€” Ericsson (LM) Tel ADR

Ownership history in LEUTHOLD GROUP, LLC  Β·  11 quarters on record

AI Ownership Summary

LEUTHOLD GROUP, LLC reported Ericsson (LM) Tel ADR (ERIC) in 11 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.83% in 2025 Q4. The latest visible filing shows ERIC at 0.83% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ERIC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEUTHOLD GROUP, LLC's position in Ericsson (LM) Tel ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ERIC was reported at 0.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LEUTHOLD GROUP, LLC held ERIC β€” position size vs. price
% of Fund (quarterly)    ERIC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 794,958 +152,401 +23.7% 0.83% $7.7M 2026-02-14 (Est.) $11.07
2025 Q3 ADDED 642,557 +39,879 +6.6% 0.58% $5.3M 2025-11-06 $9.74
2025 Q2 ADDED 602,678 +198,526 +49.1% 0.61% $5.1M 2025-08-13 $7.50
2025 Q1 REDUCED 404,152 -18,084 -4.3% 0.41% $3.1M 2025-05-13 $8.30
2024 Q4 ADDED 422,236 +387,993 +1133.1% 0.41% $3.4M 2025-02-03 $7.22
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About LEUTHOLD GROUP, LLC and ERIC

These are the practical questions this page is built to answer before you even open the full history table.

How long has LEUTHOLD GROUP, LLC reported owning ERIC?

LEUTHOLD GROUP, LLC reported ERIC across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported ERIC position in LEUTHOLD GROUP, LLC's portfolio?

The largest reported portfolio weight for ERIC was 0.83% in 2025 Q4.

What is the latest reported ERIC position on this page?

The most recent filing on this page is 2025 Q4, when LEUTHOLD GROUP, LLC reported 794,958 shares, equal to 0.83% of portfolio, with an estimated market value of $7.7M.

What does the chart on this ERIC ownership page compare?

The chart compares LEUTHOLD GROUP, LLC's quarterly ERIC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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