Bank Julius Baer & Co’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
+6,788
| New | +$2.35M | 0.01% | 291 |
|
|
2022
Q3 | – | Sell |
-864
| Closed | -$166K | – | 596 |
|
|
2022
Q2 | $166K | Hold |
864
| – | – | ﹤0.01% | 428 |
|
|
2022
Q1 | $152K | Hold |
864
| – | – | ﹤0.01% | 450 |
|
|
2021
Q4 | $166K | Buy |
864
+52
| +6% | +$9.99K | ﹤0.01% | 554 |
|
|
2021
Q3 | $145K | Buy |
812
+5
| +0.6% | +$893 | ﹤0.01% | 595 |
|
|
2021
Q2 | $156K | Buy |
807
+128
| +19% | +$24.7K | ﹤0.01% | 599 |
|
|
2021
Q1 | $150K | Sell |
679
-245
| -27% | -$54.1K | ﹤0.01% | 580 |
|
|
2020
Q4 | $227K | Sell |
924
-121
| -12% | -$29.7K | ﹤0.01% | 549 |
|
|
2020
Q3 | $220K | Buy |
1,045
+4
| +0.4% | +$842 | ﹤0.01% | 488 |
|
|
2020
Q2 | $200K | Buy |
+1,041
| New | +$200K | ﹤0.01% | 451 |
|