AG
ERIE icon

Advisor Group’s Erie Indemnity ERIE Stock Holding History

Advisor Group’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
2019
Q4 		$1.33M Sell
8,028
-40
-0.5% -$7.06K 0.01% 1025
2019
Q3 		$1.5M Sell
8,068
-439
-5% -$99.7K 0.01% 914
2019
Q2 		$2.16M Buy
8,507
+36
+0.4% +$7.45K 0.02% 724
2019
Q1 		$1.51M Buy
8,471
+494
+6% +$79.3K 0.01% 846
2018
Q4 		$1.06M Sell
7,977
-756
-9% -$98K 0.01% 915
2018
Q3 		$1.11M Buy
8,733
+677
+8% +$84.1K 0.01% 918
2018
Q2 		$945K Buy
8,056
+7,961
+8,380% +$922K 0.01% 892
2018
Q1 		$11K Hold
95
– – ﹤0.01% 4011
2017
Q4 		$12K Sell
95
-7,961
-99% -$965K ﹤0.01% 3983
2017
Q3 		$971K Buy
8,056
+76
+1% +$9.28K 0.02% 808
2017
Q2 		$998K Buy
7,980
+7,975
+159,500% +$962K 0.02% 757
2017
Q1 		$1K Buy
+5
New +$582 ﹤0.01% 4513
2016
Q3 		– Sell
-50
Closed -$4K – 4509
2016
Q2 		$4K Buy
+50
New +$4.76K ﹤0.01% 3861

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return