American Portfolios Advisors’s Erie Indemnity ERIE Stock Holding History

American Portfolios Advisors’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 Q3	$42.2K	Buy	190 +2	+1%	+$421	﹤0.01%	1810
2022 Q2	$36.1K	Hold	188	–	–	﹤0.01%	1938
2022 Q1	$33.1K	Hold	188	–	–	﹤0.01%	2096
2021 Q4	$36.2K	Hold	188	–	–	﹤0.01%	2025
2021 Q3	$33.5K	Hold	188	–	–	﹤0.01%	1997
2021 Q2	$36.4K	Hold	188	–	–	﹤0.01%	1900
2021 Q1	$41.5K	Buy	188 +185	+6,167%	+$44.9K	﹤0.01%	1685
2020 Q4	$737	Sell	3 -278	-99%	-$64.9K	﹤0.01%	2876
2020 Q3	$59.2K	Hold	281	–	–	﹤0.01%	1261
2020 Q2	$53.9K	Buy	281 +5	+2%	+$880	﹤0.01%	1267
2020 Q1	$41K	Sell	276 -31	-10%	-$5K	﹤0.01%	1249
2019 Q4	$50.9K	Buy	307 +1	+0.3%	+$177	﹤0.01%	1339
2019 Q3	$56.8K	Sell	306 -649	-68%	-$147K	﹤0.01%	1228
2019 Q2	$243K	Buy	955 +650	+213%	+$134K	0.02%	632
2019 Q1	$54.5K	Buy	+305	New	+$49K	0.01%	1158
2018 Q4	–	Sell	-304	Closed	-$38.7K	–	2453
2018 Q3	$38.7K	Buy	304 +1	+0.3%	+$124	﹤0.01%	1222
2018 Q2	$35.5K	Buy	303 +1	+0.3%	+$116	﹤0.01%	1212
2018 Q1	$35.5K	Buy	302 +1	+0.3%	+$116	0.01%	1170
2017 Q4	$36.7K	Buy	+301	New	+$36.5K	0.01%	1115

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

American Portfolios Advisors's ERIE Position: Q3 2022 in Review

American Portfolios Advisors increased its Erie Indemnity (ERIE) stake by 1.1% in Q3 2022, buying an estimated $421 and bringing the position to 190 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

American Portfolios Advisors first reported a position in ERIE in Q4 2017 and has held it in 19 quarters since. The position peaked at $243K in Q2 2019. 248 funds tracked by Wall St. Rank hold ERIE as of Q3 2022.

American Portfolios Advisors held 190 shares of Erie Indemnity worth $42.2K as of Q3 2022.
American Portfolios Advisors bought 2 Erie Indemnity shares in Q3 2022, an estimated $421.
Erie Indemnity made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1810 holding.
American Portfolios Advisors first reported a position in Erie Indemnity in Q4 2017 and has held it in 19 quarters since.
American Portfolios Advisors's Erie Indemnity position peaked at $243K in Q2 2019.
248 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.