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Baker Avenue Asset Management’s Erie Indemnity ERIE Stock Holding History

Baker Avenue Asset Management’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
2025
Q1 		– Sell
-6,420
Closed -$2.65M – 471
2024
Q4 		$2.65M Buy
6,420
+863
+16% +$386K 0.08% 167
2024
Q3 		$3M Buy
5,557
+288
+5% +$131K 0.1% 146
2024
Q2 		$1.91M Buy
5,269
+65
+1% +$24.7K 0.07% 179
2024
Q1 		$2.09M Buy
5,204
+61
+1% +$22.4K 0.08% 166
2023
Q4 		$1.72M Buy
5,143
+5,141
+257,050% +$1.54M 0.08% 172
2023
Q3 		$588 Hold
2
– – ﹤0.01% 1401
2023
Q2 		$420 Sell
2
-2
-50% -$446 ﹤0.01% 1477
2023
Q1 		$927 Hold
4
– – ﹤0.01% 1206
2022
Q4 		$995 Buy
+4
New +$1.03K ﹤0.01% 1100

Other funds holding ERIE

PNC Financial Services Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baker Avenue Asset Management's ERIE Position: Q1 2025 in Review

Baker Avenue Asset Management sold out of Erie Indemnity (ERIE) in Q1 2025, closing a stake of 6,420 shares — an estimated $2.65M sold.

Baker Avenue Asset Management first reported a position in ERIE in Q4 2022 and held it in 9 quarters. The position peaked at $3M in Q3 2024. 414 funds tracked by Wall St. Rank hold ERIE as of Q1 2025.

  • Baker Avenue Asset Management reported no remaining Erie Indemnity position as of Q1 2025 after selling out during the quarter.
  • Baker Avenue Asset Management sold 6,420 Erie Indemnity shares in Q1 2025, an estimated $2.65M.
  • Baker Avenue Asset Management first reported a position in Erie Indemnity in Q4 2022 and held it in 9 quarters.
  • Baker Avenue Asset Management's Erie Indemnity position peaked at $3M in Q3 2024.
  • 414 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2025.

Based on Baker Avenue Asset Management's 13F filing for Q1 2025, filed 8 May 2025.