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Benjamin F. Edwards & Company’s Erie Indemnity ERIE Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$4K Sell
10
-398
-98% -$151K ﹤0.01% 1927
2024
Q1 		$164K Buy
+408
New +$150K ﹤0.01% 964
2023
Q1 		– Sell
-1,132
Closed -$282K – 1820
2022
Q4 		$282K Buy
+1,132
New +$291K 0.01% 624

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Benjamin F. Edwards & Company's ERIE Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Erie Indemnity (ERIE) stake by 98% in Q2 2024, selling an estimated $151K and leaving 10 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1927.

Benjamin F. Edwards & Company first reported a position in ERIE in Q4 2022 and has held it in 3 quarters since. The position peaked at $282K in Q4 2022. 310 funds tracked by Wall St. Rank hold ERIE as of Q2 2024.

  • Benjamin F. Edwards & Company held 10 shares of Erie Indemnity worth $4K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 398 Erie Indemnity shares in Q2 2024, an estimated $151K.
  • Erie Indemnity made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1927 holding.
  • Benjamin F. Edwards & Company first reported a position in Erie Indemnity in Q4 2022 and has held it in 3 quarters since.
  • Benjamin F. Edwards & Company's Erie Indemnity position peaked at $282K in Q4 2022.
  • 310 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.