Berman Capital Advisors’s Erie Indemnity ERIE Stock Holding History

Berman Capital Advisors’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
2021 Q3	$12K	Buy	75 +49	+188%	+$8.86K	﹤0.01%	1122
2021 Q2	$5K	Sell	26 -1	-4%	-$206	﹤0.01%	1339
2021 Q1	$6K	Buy	27 +3	+13%	+$728	﹤0.01%	1202
2020 Q4	$6K	Hold	24	–	–	﹤0.01%	1079
2020 Q3	$5K	Hold	24	–	–	﹤0.01%	1030
2020 Q2	$4K	Sell	24 -3	-11%	-$528	﹤0.01%	1041
2020 Q1	$4K	Buy	+27	New	+$4.35K	﹤0.01%	936

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's ERIE Position: Q3 2021 in Review

Berman Capital Advisors increased its Erie Indemnity (ERIE) stake by 188% in Q3 2021, buying an estimated $8.86K and bringing the position to 75 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Berman Capital Advisors first reported a position in ERIE in Q1 2020 and has held it in 7 quarters since. 226 funds tracked by Wall St. Rank hold ERIE as of Q3 2021.

Berman Capital Advisors held 75 shares of Erie Indemnity worth $12K as of Q3 2021.
Berman Capital Advisors bought 49 Erie Indemnity shares in Q3 2021, an estimated $8.86K.
Erie Indemnity made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1122 holding.
Berman Capital Advisors first reported a position in Erie Indemnity in Q1 2020 and has held it in 7 quarters since.
226 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.