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Arden Trust’s Erie Indemnity ERIE Stock Holding History

Arden Trust’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
Q2 		$1.41M Hold
3,885
– – 0.2% 77
2024
Q1 		$1.56M Sell
3,885
-15
-0.4% -$5.52K 0.22% 76
2023
Q4 		$1.31M Buy
3,900
+362
+10% +$109K 0.19% 80
2023
Q3 		$1.04M Buy
+3,538
New +$915K 0.17% 87

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arden Trust's ERIE Position: Q2 2024 in Review

Arden Trust held its Erie Indemnity (ERIE) position steady in Q2 2024 at 3,885 shares worth $1.41M. The position accounts for 0.2% of the portfolio, ranked #77.

Arden Trust first reported a position in ERIE in Q3 2023 and has held it in 4 quarters since. The position peaked at $1.56M in Q1 2024. 310 funds tracked by Wall St. Rank hold ERIE as of Q2 2024.

  • Arden Trust held 3,885 shares of Erie Indemnity worth $1.41M as of Q2 2024.
  • Arden Trust left its Erie Indemnity share count unchanged in Q2 2024.
  • Erie Indemnity made up 0.2% of Arden Trust's portfolio in Q2 2024, its #77 holding.
  • Arden Trust first reported a position in Erie Indemnity in Q3 2023 and has held it in 4 quarters since.
  • Arden Trust's Erie Indemnity position peaked at $1.56M in Q1 2024.
  • 310 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.