ERIC β€” ERICSSON

Ownership history in XY Capital Ltd  Β·  5 quarters on record

AI Ownership Summary

XY Capital Ltd reported ERICSSON (ERIC) in 5 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.25% in 2024 Q2. The latest visible filing shows ERIC at 0.44% 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 XY Capital Ltd's position in ERICSSON, 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 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.25% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 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 XY Capital Ltd held ERIC β€” position size vs. price
% of Fund (quarterly)    ERIC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 72,289 +12,289 +20.5% 0.44% $698K 2026-02-14 (Est.) $11.07
2025 Q1 ADDED 60,000 +35,196 +141.9% 0.13% $466K 2025-05-12 $8.25
2024 Q4 REDUCED 24,804 -296,782 -92.3% 0.10% $200K 2025-01-29 $7.33
2024 Q2 REDUCED 321,586 -102,012 -24.1% 1.25% $2.0M 2024-08-05 $6.20
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ERIC

As of 2026 Q1 β€” sorted by position size

MJT & Associates Financial Advisory Group, Inc. 0.02% Ares Financial Consulting, LLC 0.0%

FAQ About XY Capital Ltd and ERIC

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

How long has XY Capital Ltd reported owning ERIC?

XY Capital Ltd reported ERIC across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported ERIC position in XY Capital Ltd's portfolio?

The largest reported portfolio weight for ERIC was 1.25% in 2024 Q2.

What is the latest reported ERIC position on this page?

The most recent filing on this page is 2025 Q4, when XY Capital Ltd reported 72,289 shares, equal to 0.44% of portfolio, with an estimated market value of $698K.

What does the chart on this ERIC ownership page compare?

The chart compares XY Capital Ltd'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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