AG
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Aperio Group’s Erie Indemnity ERIE Stock Holding History

Aperio 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
2020
Q4 		$6.43M Buy
26,186
+1,646
+7% +$384K 0.02% 723
2020
Q3 		$5.16M Sell
24,540
-2,280
-9% -$478K 0.02% 726
2020
Q2 		$5.15M Buy
26,820
+1,249
+5% +$220K 0.02% 723
2020
Q1 		$3.79M Buy
25,571
+3,040
+13% +$490K 0.02% 765
2019
Q4 		$3.74M Sell
22,531
-8,201
-27% -$1.45M 0.01% 846
2019
Q3 		$5.71M Sell
30,732
-2,023
-6% -$459K 0.02% 664
2019
Q2 		$8.33M Sell
32,755
-7,128
-18% -$1.47M 0.03% 533
2019
Q1 		$7.12M Buy
39,883
+13,213
+50% +$2.12M 0.03% 567
2018
Q4 		$3.56M Buy
26,670
+8,137
+44% +$1.06M 0.02% 770
2018
Q3 		$2.36M Buy
18,533
+1,798
+11% +$223K 0.01% 982
2018
Q2 		$1.96M Sell
16,735
-7,097
-30% -$822K 0.01% 1039
2018
Q1 		$2.8M Buy
23,832
+2,711
+13% +$316K 0.01% 852
2017
Q4 		$2.57M Sell
21,121
-777
-4% -$94.1K 0.01% 900
2017
Q3 		$2.64M Sell
21,898
-4,336
-17% -$530K 0.01% 831
2017
Q2 		$3.28M Buy
26,234
+1,598
+6% +$193K 0.02% 729
2017
Q1 		$3.02M Buy
24,636
+11,198
+83% +$1.3M 0.02% 726
2016
Q4 		$1.51M Buy
13,438
+1,704
+15% +$181K 0.01% 937
2016
Q3 		$1.2M Buy
11,734
+7,429
+173% +$738K 0.01% 1026
2016
Q2 		$428K Buy
4,305
+566
+15% +$53.9K ﹤0.01% 1471
2016
Q1 		$348K Sell
3,739
-199
-5% -$18.7K ﹤0.01% 1571
2015
Q4 		$377K Buy
+3,938
New +$357K ﹤0.01% 1494

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aperio Group's ERIE Position: Q4 2020 in Review

Aperio Group increased its Erie Indemnity (ERIE) stake by 6.7% in Q4 2020, buying an estimated $384K and bringing the position to 26,186 shares worth $6.43M. The position accounts for 0.02% of the portfolio, ranked #723.

Aperio Group first reported a position in ERIE in Q4 2015 and has held it in 21 quarters since. The position peaked at $8.33M in Q2 2019. 227 funds tracked by Wall St. Rank hold ERIE as of Q4 2020.

  • Aperio Group held 26,186 shares of Erie Indemnity worth $6.43M as of Q4 2020.
  • Aperio Group bought 1,646 Erie Indemnity shares in Q4 2020, an estimated $384K.
  • Erie Indemnity made up 0.02% of Aperio Group's portfolio in Q4 2020, its #723 holding.
  • Aperio Group first reported a position in Erie Indemnity in Q4 2015 and has held it in 21 quarters since.
  • Aperio Group's Erie Indemnity position peaked at $8.33M in Q2 2019.
  • 227 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.