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Bank Julius Baer & Co’s
Erie Indemnity
ERIE
Stock Holding History
Bank Julius Baer & Co’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
2026
Q1
–
Sell
-4,360
Closed
-$1.25M
–
688
2025
Q4
$1.25M
Sell
4,360
-1,021
-19%
-$305K
﹤0.01%
356
2025
Q3
$1.71M
Sell
5,381
-1,407
-21%
-$486K
﹤0.01%
337
2025
Q2
$2.35M
Buy
+6,788
New
+$2.52M
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%
+$10.4K
﹤0.01%
554
2021
Q3
$145K
Buy
812
+5
+0.6%
+$904
﹤0.01%
595
2021
Q2
$156K
Buy
807
+128
+19%
+$26.4K
﹤0.01%
599
2021
Q1
$150K
Sell
679
-245
-27%
-$59.5K
﹤0.01%
580
2020
Q4
$227K
Sell
924
-121
-12%
-$28.2K
﹤0.01%
549
2020
Q3
$220K
Buy
1,045
+4
+0.4%
+$839
﹤0.01%
489
2020
Q2
$200K
Buy
+1,041
New
+$183K
﹤0.01%
451
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Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
VCM
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Malvern, Pennsylvania
$4.04T AUM
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
ProShare Advisors
Bethesda, Maryland
$67.5B AUM
28.09%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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