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AXS Investments’s Erie Indemnity ERIE Stock Holding History

AXS Investments’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
Q1 		– Sell
-330
Closed -$111K – 338
2023
Q4 		$111K Buy
330
+30
+10% +$9.01K 0.03% 324
2023
Q3 		$88.1K Sell
300
-30
-9% -$7.76K 0.02% 308
2023
Q2 		$69.3K Buy
+330
New +$73.6K 0.02% 327

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 $3.38T AUM 44.17% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AXS Investments's ERIE Position: Q1 2024 in Review

AXS Investments sold out of Erie Indemnity (ERIE) in Q1 2024, closing a stake of 330 shares — an estimated $111K sold.

AXS Investments first reported a position in ERIE in Q2 2023 and held it in 3 quarters. The position peaked at $111K in Q4 2023. 317 funds tracked by Wall St. Rank hold ERIE as of Q1 2024.

  • AXS Investments reported no remaining Erie Indemnity position as of Q1 2024 after selling out during the quarter.
  • AXS Investments sold 330 Erie Indemnity shares in Q1 2024, an estimated $111K.
  • AXS Investments first reported a position in Erie Indemnity in Q2 2023 and held it in 3 quarters.
  • AXS Investments's Erie Indemnity position peaked at $111K in Q4 2023.
  • 317 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2024.

Based on AXS Investments's 13F filing for Q1 2024, filed 13 May 2024.