Ballentine Partners’s Erie Indemnity ERIE Stock Holding History

Ballentine Partners’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 Q2	$483K	Sell
2025 Q1	$587K	Sell
2024 Q4	$583K	Sell
2024 Q3	$765K	Hold
2024 Q2	$514K	Sell
2024 Q1	$573K	Buy
2023 Q4	$475K	Sell
2023 Q3	$427K	Buy
2023 Q2	$298K	Buy