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Altium Wealth Management’s Erie Indemnity ERIE Stock Holding History

Altium Wealth 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
2021
Q1 		– Sell
-1,210
Closed -$297K – 386
2020
Q4 		$297K Buy
1,210
+21
+2% +$4.9K 0.03% 285
2020
Q3 		$250K Sell
1,189
-48
-4% -$10.1K 0.03% 292
2020
Q2 		$237K Buy
+1,237
New +$218K 0.03% 292
2019
Q3 		– Sell
-858
Closed -$218K – 291
2019
Q2 		$218K Buy
+858
New +$177K 0.03% 254

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Altium Wealth Management's ERIE Position: Q1 2021 in Review

Altium Wealth Management sold out of Erie Indemnity (ERIE) in Q1 2021, closing a stake of 1,210 shares — an estimated $297K sold.

Altium Wealth Management first reported a position in ERIE in Q2 2019 and held it in 4 quarters. The position peaked at $297K in Q4 2020. 229 funds tracked by Wall St. Rank hold ERIE as of Q1 2021.

  • Altium Wealth Management reported no remaining Erie Indemnity position as of Q1 2021 after selling out during the quarter.
  • Altium Wealth Management sold 1,210 Erie Indemnity shares in Q1 2021, an estimated $297K.
  • Altium Wealth Management first reported a position in Erie Indemnity in Q2 2019 and held it in 4 quarters.
  • Altium Wealth Management's Erie Indemnity position peaked at $297K in Q4 2020.
  • 229 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2021.

Based on Altium Wealth Management's 13F filing for Q1 2021, filed 6 May 2021.