AlphaSimPlex Group’s Erie Indemnity ERIE Stock Holding History

AlphaSimPlex 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
2022 Q1	–	Sell	-1,054	Closed	-$203K	–	95
2021 Q4	$203K	Buy	+1,054	New	+$212K	0.35%	133
2021 Q1	–	Sell	-3,833	Closed	-$941K	–	271
2020 Q4	$941K	Buy	3,833 +928	+32%	+$217K	0.33%	121
2020 Q3	$611K	Buy	2,905 +170	+6%	+$35.7K	0.28%	162
2020 Q2	$525K	Buy	+2,735	New	+$481K	0.39%	127

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AlphaSimPlex Group's ERIE Position: Q1 2022 in Review

AlphaSimPlex Group sold out of Erie Indemnity (ERIE) in Q1 2022, closing a stake of 1,054 shares — an estimated $203K sold.

AlphaSimPlex Group first reported a position in ERIE in Q2 2020 and held it in 4 quarters. The position peaked at $941K in Q4 2020. 250 funds tracked by Wall St. Rank hold ERIE as of Q1 2022.

AlphaSimPlex Group reported no remaining Erie Indemnity position as of Q1 2022 after selling out during the quarter.
AlphaSimPlex Group sold 1,054 Erie Indemnity shares in Q1 2022, an estimated $203K.
AlphaSimPlex Group first reported a position in Erie Indemnity in Q2 2020 and held it in 4 quarters.
AlphaSimPlex Group's Erie Indemnity position peaked at $941K in Q4 2020.
250 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2022.

Based on AlphaSimPlex Group's 13F filing for Q1 2022, filed 10 May 2022.