Bishop & Co Investment Management’s Erie Indemnity ERIE Stock Holding History

Bishop & Co Investment Management’s Portfolio ERIE Stock Details ERIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.36M	Hold	3,920	–	–	0.49%	18
2025 Q1	$1.64M	Sell	3,920 -1,241	-24%	-$520K	0.64%	18
2024 Q4	$2.13M	Buy	5,161 +426	+9%	+$176K	0.81%	17
2024 Q3	$2.56M	Hold	4,735	–	–	0.97%	17
2024 Q2	$1.72M	Hold	4,735	–	–	1.04%	15
2024 Q1	$1.9M	Hold	4,735	–	–	0.79%	17
2023 Q4	$1.59M	Buy	+4,735	New	+$1.59M	0.67%	17
2023 Q3	–	Sell	-1,458,309	Closed	-$6.94M	–	19
2023 Q2	$6.94M	Buy	1,458,309 +1,451,301	+20,709%	+$6.91M	0.31%	18
2023 Q1	$1.62M	Hold	7,008	–	–	0.75%	17
2022 Q4	$1.74M	Hold	7,008	–	–	0.85%	17
2022 Q3	$1.56M	Hold	7,008	–	–	0.82%	17
2022 Q2	$1.35M	Hold	7,008	–	–	0.67%	17
2022 Q1	$1.23M	Hold	7,008	–	–	0.53%	16
2021 Q4	$1.35M	Buy	7,008 +1,844	+36%	+$355K	0.56%	16
2021 Q3	$921K	Hold	5,164	–	–	0.45%	17
2021 Q2	$998K	Sell	5,164 -1,466	-22%	-$283K	0.49%	17
2021 Q1	$1.47M	Hold	6,630	–	–	0.76%	14
2020 Q4	$1.63M	Hold	6,630	–	–	0.9%	14
2020 Q3	$1.39M	Sell	6,630 -265	-4%	-$55.7K	0.89%	14
2020 Q2	$1.32M	Hold	6,895	–	–	0.9%	14
2020 Q1	$1.15M	Hold	6,895	–	–	0.77%	13
2019 Q4	$1.15M	Hold	6,895	–	–	0.76%	13
2019 Q3	$1.28M	Sell	6,895 -70	-1%	-$13K	0.93%	13
2019 Q2	$1.77M	Hold	6,965	–	–	1.27%	12
2019 Q1	$1.24M	Hold	6,965	–	–	0.91%	13
2018 Q4	$929K	Hold	6,965	–	–	0.8%	13
2018 Q3	$888K	Hold	6,965	–	–	0.68%	13
2018 Q2	$817K	Sell	6,965 -395	-5%	-$46.3K	0.66%	13
2018 Q1	$866K	Hold	7,360	–	–	0.74%	13
2017 Q4	$897K	Hold	7,360	–	–	0.77%	13
2017 Q3	$887K	Hold	7,360	–	–	0.8%	12
2017 Q2	$921K	Hold	7,360	–	–	0.84%	12
2017 Q1	$903K	Sell	7,360 -1,980	-21%	-$243K	0.83%	12
2016 Q4	$1.05M	Hold	9,340	–	–	1%	11
2016 Q3	$953K	Sell	9,340 -3,793	-29%	-$387K	0.97%	12
2016 Q2	$1.31M	Hold	13,133	–	–	1.37%	10
2016 Q1	$1.22M	Sell	13,133 -2,442	-16%	-$227K	1.32%	10
2015 Q4	$1.49M	Buy	+15,575	New	+$1.49M	1.62%	10