O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in ERIC — Ericsson Lm Telephone Co
CIK 1423442
Stamford, CT
Position in ERIC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$11,100,521
+$2,278,579 QoQ
Shares Held
984,962
+7.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ERIC Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $162,698,361 across 20 Communication Equipment names. ERIC ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
1,134,902 | $88,057,046 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
41,989 | $18,221,966 | |
| 3 | CIEN |
Ciena Corp
|
37,872 | $14,703,046 | |
| 4 | ERIC |
Ericsson Lm Telephone Co
This page
|
984,962 | $11,100,521 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
436,934 | $10,403,398 | |
| 6 | LITE |
Lumentum Holdings Inc.
|
8,173 | $5,743,657 | |
| 7 | UI |
Ubiquiti Inc.
|
3,242 | $2,562,120 | |
| 8 | BKTI |
BK Technologies Corp
|
31,873 | $2,378,681 |
All Filings in ERIC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,100,521 | 984,962 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $8,821,942 | 914,191 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $7,250,705 | 876,748 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,516,298 | 886,356 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,218,150 | 930,174 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,143,578 | 886,300 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,850,603 | 376,069 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,772,400 | 287,261 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,844,202 | 334,701 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,752,464 | 278,169 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,173,060 | 447,132 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $2,184,484 | 400,823 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,267,811 | 216,720 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,105,540 | 189,305 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $643,201 | 112,056 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $118,977 | 16,078 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $155,962 | 14,348 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $225,164 | 20,104 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $411,680 | 32,725 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $433,331 | 32,853 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $256,315 | 21,449 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $183,267 | 16,829 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $70,140 | 7,542 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,904 | 359 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||