BWM
ERIE icon

BerganKDV Wealth Management’s Erie Indemnity ERIE Stock Holding History

BerganKDV Wealth 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
2022
Q3 		– Sell
-7
Closed -$1K – 994
2022
Q2 		$1K Hold
7
– – ﹤0.01% 892
2022
Q1 		$1K Hold
7
– – ﹤0.01% 915
2021
Q4 		$1K Hold
7
– – ﹤0.01% 975
2021
Q3 		$1K Hold
7
– – ﹤0.01% 955
2021
Q2 		$1K Hold
7
– – ﹤0.01% 900
2021
Q1 		$2K Hold
7
– – ﹤0.01% 772
2020
Q4 		$2K Buy
+7
New +$1.63K ﹤0.01% 770

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

BerganKDV Wealth Management's ERIE Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of Erie Indemnity (ERIE) in Q3 2022, closing a stake of 7 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in ERIE in Q4 2020 and held it in 7 quarters. The position peaked at $2K in Q1 2021. 248 funds tracked by Wall St. Rank hold ERIE as of Q3 2022.

  • BerganKDV Wealth Management reported no remaining Erie Indemnity position as of Q3 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 7 Erie Indemnity shares in Q3 2022, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Erie Indemnity in Q4 2020 and held it in 7 quarters.
  • BerganKDV Wealth Management's Erie Indemnity position peaked at $2K in Q1 2021.
  • 248 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.