Apella Capital’s Erie Indemnity ERIE Stock Holding History

Apella Capital’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
2024 Q4	–	Sell	-407	Closed	-$220K	–	347
2024 Q3	$220K	Buy	+407	New	+$185K	0.01%	306

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Apella Capital's ERIE Position: Q4 2024 in Review

Apella Capital sold out of Erie Indemnity (ERIE) in Q4 2024, closing a stake of 407 shares — an estimated $220K sold.

Apella Capital first reported a position in ERIE in Q3 2024 and held it in 1 quarter. The position peaked at $220K in Q3 2024. 398 funds tracked by Wall St. Rank hold ERIE as of Q4 2024.

Apella Capital reported no remaining Erie Indemnity position as of Q4 2024 after selling out during the quarter.
Apella Capital sold 407 Erie Indemnity shares in Q4 2024, an estimated $220K.
Apella Capital first reported a position in Erie Indemnity in Q3 2024 and held it in 1 quarter.
Apella Capital's Erie Indemnity position peaked at $220K in Q3 2024.
398 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2024.

Based on Apella Capital's 13F filing for Q4 2024, filed 14 Jan 2025.