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Belpointe Asset Management’s Erie Indemnity ERIE Stock Holding History

Belpointe 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
2023
Q2 		– Sell
-46
Closed -$10.7K – 1398
2023
Q1 		$10.7K Sell
46
-5
-10% -$1.2K ﹤0.01% 2683
2022
Q4 		$12.7K Buy
+51
New +$13.1K ﹤0.01% 2487

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Belpointe Asset Management's ERIE Position: Q2 2023 in Review

Belpointe Asset Management sold out of Erie Indemnity (ERIE) in Q2 2023, closing a stake of 46 shares — an estimated $10.7K sold.

Belpointe Asset Management first reported a position in ERIE in Q4 2022 and held it in 2 quarters. The position peaked at $12.7K in Q4 2022. 279 funds tracked by Wall St. Rank hold ERIE as of Q2 2023.

  • Belpointe Asset Management reported no remaining Erie Indemnity position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 46 Erie Indemnity shares in Q2 2023, an estimated $10.7K.
  • Belpointe Asset Management first reported a position in Erie Indemnity in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Erie Indemnity position peaked at $12.7K in Q4 2022.
  • 279 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.