Acadian Asset Management
ERIE icon

Acadian Asset Management’s Erie Indemnity ERIE Stock Holding History

Acadian Asset Management’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-465
Closed -$167K – 2154
2024
Q2 		$167K Buy
+465
New +$177K ﹤0.01% 1459
2019
Q2 		– Sell
-1,558
Closed -$278K – 1877
2019
Q1 		$278K Buy
1,558
+1,544
+11,029% +$248K ﹤0.01% 1268
2018
Q4 		$2K Buy
+14
New +$1.81K ﹤0.01% 1693
2018
Q1 		– Sell
-44
Closed -$5K – 1713
2017
Q4 		$5K Buy
44
+40
+1,000% +$4.85K ﹤0.01% 1492
2017
Q3 		$0 Buy
+4
New +$488 ﹤0.01% 1432
2017
Q2 		– Sell
-204
Closed -$25K – 1480
2017
Q1 		$25K Hold
204
– – ﹤0.01% 1337
2016
Q4 		$23K Buy
+204
New +$21.7K ﹤0.01% 1292
2015
Q4 		– Sell
-943
Closed -$78K – 1437
2015
Q3 		$78K Buy
+943
New +$78.5K ﹤0.01% 1020

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management's ERIE Position: Q3 2024 in Review

Acadian Asset Management sold out of Erie Indemnity (ERIE) in Q3 2024, closing a stake of 465 shares — an estimated $167K sold.

Acadian Asset Management first reported a position in ERIE in Q3 2015 and held it in 8 quarters. The position peaked at $278K in Q1 2019. 370 funds tracked by Wall St. Rank hold ERIE as of Q3 2024.

  • Acadian Asset Management reported no remaining Erie Indemnity position as of Q3 2024 after selling out during the quarter.
  • Acadian Asset Management sold 465 Erie Indemnity shares in Q3 2024, an estimated $167K.
  • Acadian Asset Management first reported a position in Erie Indemnity in Q3 2015 and held it in 8 quarters.
  • Acadian Asset Management's Erie Indemnity position peaked at $278K in Q1 2019.
  • 370 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2024.

Based on Acadian Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.