AII
ERIE icon

AGF Investments Inc’s Erie Indemnity ERIE Stock Holding History

AGF Investments Inc’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
2022
Q1 		– Sell
-1,496
Closed -$288K – 524
2021
Q4 		$288K Buy
1,496
+496
+50% +$99.7K ﹤0.01% 634
2021
Q3 		$178K Buy
1,000
+30
+3% +$5.43K ﹤0.01% 601
2021
Q2 		$188K Buy
970
+226
+30% +$46.6K ﹤0.01% 588
2021
Q1 		$164K Sell
744
-121
-14% -$29.4K ﹤0.01% 664
2020
Q4 		$212K Sell
865
-854
-50% -$199K ﹤0.01% 570
2020
Q3 		$361K Buy
1,719
+71
+4% +$14.9K ﹤0.01% 499
2020
Q2 		$316K Sell
1,648
-372
-18% -$65.5K ﹤0.01% 503
2020
Q1 		$299K Buy
+2,020
New +$325K ﹤0.01% 457

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AGF Investments Inc's ERIE Position: Q1 2022 in Review

AGF Investments Inc sold out of Erie Indemnity (ERIE) in Q1 2022, closing a stake of 1,496 shares — an estimated $288K sold.

AGF Investments Inc first reported a position in ERIE in Q1 2020 and held it in 8 quarters. The position peaked at $361K in Q3 2020. 250 funds tracked by Wall St. Rank hold ERIE as of Q1 2022.

  • AGF Investments Inc reported no remaining Erie Indemnity position as of Q1 2022 after selling out during the quarter.
  • AGF Investments Inc sold 1,496 Erie Indemnity shares in Q1 2022, an estimated $288K.
  • AGF Investments Inc first reported a position in Erie Indemnity in Q1 2020 and held it in 8 quarters.
  • AGF Investments Inc's Erie Indemnity position peaked at $361K in Q3 2020.
  • 250 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2022.

Based on AGF Investments Inc's 13F filing for Q1 2022, filed 10 May 2022.