John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  Telefonaktiebolaget LM Ericsson (publ) (ERIC)
← All ERIC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q3 0 0.00 Sell 100.00% <0.01 $5.16–7.81 · VW $6.18i SEC
2022   Q2 17,700 <0.01 Reduce 40.20% <0.01 $6.68–8.43 · VW $7.55i $131,000 SEC
2022   Q1 29,600 <0.01 Reduce 39.34% <0.01 $7.57–12.78 · VW $9.44i $271,000 SEC
2021   Q4 48,800 <0.01 Reduce 41.90% <0.01 $9.93–12.39 · VW $11.57i $530,000 SEC
2021   Q3 84,000 <0.01 Reduce 12.18% <0.01 $10.82–12.24 · VW $11.31i $941,000 SEC
2021   Q2 95,650 <0.01 Reduce 35.31% <0.01 $11.32–14.01 · VW $12.29i $1,203,000 SEC
2021   Q1 147,850 <0.01 Reduce 22.77% <0.01 $11.88–14.39 · VW $13.35i $1,950,000 SEC
2020   Q4 191,450 <0.01 Reduce 18.86% <0.01 $11.14–15.32 · VW $12.98i $2,288,000 SEC
2020   Q3 235,950 <0.01 Reduce 13.22% <0.01 $10.30–12.52 · VW $11.34i $2,569,000 SEC
2020   Q2 271,900 <0.01 Reduce 20.94% <0.01 $7.95–11.93 · VW $10.48i $2,529,000 SEC
2020   Q1 343,917 <0.01 Reduce 30.17% <0.01 $6.15–9.24 · VW $7.95i $2,782,000 SEC
2019   Q4 492,517 <0.01 Reduce 15.71% <0.01 $7.82–9.32 · VW $8.33i $4,324,000 SEC
2019   Q3 584,288 <0.01 Reduce 22.34% <0.01 $7.58–9.24 · VW $8.51i $4,663,000 SEC
2019   Q2 752,388 0.01 Reduce 27.68% <0.01 $8.46–10.10 · VW $9.09i $7,148,000 SEC
2019   Q1 1,040,371 0.01 Reduce 39.77% <0.01 $8.64–10.46 · VW $9.67i $9,551,000 SEC
2018   Q4 1,727,229 0.01 Reduce 0.62% <0.01 $8.04–9.29 · VW $8.75i $15,321,000 SEC
2018   Q3 1,737,974 0.01 Reduce 0.09% $7.63–9.45 · VW $8.58i $15,294,000 SEC
2018   Q2 1,739,574 0.01 Add 0.42% $7.16–8.39 · VW $7.80i $13,343,000 SEC
2018   Q1 1,732,374 0.01 Reduce 0.13% $6.00–7.93 · VW $7.16i $11,087,000 SEC
2017   Q4 1,734,674 0.01 Reduce 9.50% <0.01 $5.84–7.37 · VW $6.55i $11,588,000 SEC
2017   Q3 1,916,742 0.01 Add 2.49% <0.01 $5.52–6.61 · VW $6.13i $11,021,000 SEC
2017   Q2 1,870,113 0.01 Reduce 2.61% <0.01 $6.04–7.47 · VW $6.64i $13,409,000 SEC
2017   Q1 1,920,213 0.01 Reduce 2.49% <0.01 $5.61–6.76 · VW $6.29i $12,750,000 SEC
2016   Q4 1,969,198 0.01 Reduce 16.58% <0.01 $4.83–6.09 · VW $5.60i $11,480,000 SEC
2016   Q3 2,360,685 0.02 Add 6.51% <0.01 $4.83–7.55 · VW $5.75i $17,021,000 SEC
2016   Q2 2,216,336 0.02 Add 3.27% <0.01 $6.96–8.13 · VW $7.52i $17,021,000 SEC
2016   Q1 2,146,186 0.02 Reduce 0.91% <0.01 $8.05–10.20 · VW $8.78i $21,526,000 SEC
2015   Q4 2,165,946 0.02 Reduce 0.92% <0.01 $8.55–10.15 · VW $9.20i $20,815,000 SEC
2015   Q3 2,185,978 0.02 Add 1.54% <0.01 $9.23–10.66 · VW $9.88i $21,379,000 SEC
2015   Q2 2,152,858 0.02 Add 2.13% <0.01 $9.92–11.81 · VW $10.82i $22,476,000 SEC
2015   Q1 2,107,934 0.03 Reduce 0.66% <0.01 $10.87–13.14 · VW $11.64i $26,455,000 SEC
2014   Q4 2,122,034 0.02 Add 1.14% <0.01 $11.57–12.74 · VW $12.15i $25,677,000 SEC
2014   Q3 2,098,184 0.03 Add 2.72% <0.01 $11.20–13.28 · VW $12.11i $26,416,000 SEC
2014   Q2 2,042,574 0.02 Add 2.06% <0.01 $11.50–12.79 · VW $12.24i $24,674,000 SEC
2014   Q1 2,001,374 0.03 Add 0.84% <0.01 $11.83–13.61 · VW $12.47i $26,678,000 SEC
2013   Q4 1,984,774 0.03 Add 5.73% <0.01 $11.52–12.64 · VW $12.15i $24,294,000 SEC
2013   Q3 1,877,124 0.03 Add 12.56% <0.01 $11.71–14.22 · VW $12.64i $25,060,000 SEC
2013   Q2 1,667,624 0.02 Buy 0.02 $10.67–12.55 · VW $11.65i $18,811,000 SEC
2013   Q1 0 0.00 Sell 100.00% 0.02 $11.48–13.46 · VW $12.42i SEC
2012   Q4 1,675,566 0.02 Add 1.99% <0.01 $8.31–11.82 · VW $10.58i $16,923,000 SEC
2012   Q3 1,642,866 0.03 Reduce 2.74% <0.01 $8.57–10.05 · VW $9.17i $14,999,000 SEC
2012   Q2 1,689,066 0.07 Reduce 0.10% <0.01 $8.23–10.11 · VW $9.20i $15,421,000 SEC
2012   Q1 1,690,766 0.08 Reduce 7.06% <0.01 $8.99–10.60 · VW $9.86i $17,432,000 SEC
2011   Q4 1,819,166 0.08 Reduce 5.11% <0.01 $8.58–10.88 · VW $9.58i $18,428,000 SEC
2011   Q3 1,917,056 0.03 Reduce 94.19% 0.53 $8.83–12.75 · VW $10.66i $18,308,000 SEC
2011   Q2 33,011,756 0.56 Reduce 13.81% 0.08 $12.32–15.44 · VW $13.42i $474,709,000 SEC
2011   Q1 38,299,856 0.57 Reduce 17.64% 0.12 $11.37–15.34 · VW $13.97i $492,536,000 SEC
2010   Q4 46,505,390 0.67 Add 0.20% <0.01 $9.96–12.61 · VW $11.65i $536,207,000 SEC
2010   Q3 46,414,290 0.67 Reduce 2.40% 0.02 $9.62–11.60 · VW $10.73i $509,165,000 SEC
2010   Q2 47,555,090 0.76 Reduce 2.04% 0.01 $9.51–12.20 · VW $10.90i $524,057,000 SEC
2010   Q1 48,546,290 0.63 Add 17.74% 0.10 $9.40–12.39 · VW $11.11i $506,338,000 SEC
2009   Q4 41,231,266 0.50 Add 38.07% 0.14 $8.94–10.74 · VW $9.79i $378,915,000 SEC
2009   Q3 29,861,980 0.40 Reduce 7.84% 0.04 $9.10–10.92 · VW $10.14i $299,217,000 SEC
2009   Q2 32,403,380 0.51 Reduce 10.77% 0.06 $8.11–10.56 · VW $9.46i $316,905,000 SEC
2009   Q1 36,314,680 0.57 Reduce 11.81% 0.06 $7.38–9.69 · VW $8.53i $293,786,000 SEC
2008   Q4 41,179,480 0.51 Add 13.36% 0.06 $5.49–8.49 · VW $7.32i $321,612,000 SEC
2008   Q3 36,326,500 0.40 Buy 0.40 $6.05–11.71 · VW $8.28i $342,559,000 SEC
Price snapshot:
Current price$11.72
52-week low$6.93
52-week high$13.77