BIM
ERIE icon

Bogle Investment Management’s Erie Indemnity ERIE Stock Holding History

Bogle Investment 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
2019
Q3 		– Sell
-42,583
Closed -$10.8M – 289
2019
Q2 		$10.8M Buy
42,583
+193
+0.5% +$39.9K 0.85% 51
2019
Q1 		$7.57M Buy
42,390
+31,164
+278% +$5M 0.58% 73
2018
Q4 		$1.5M Buy
+11,226
New +$1.46M 0.12% 180
2014
Q4 		– Sell
-15,032
Closed -$1.14M – 370
2014
Q3 		$1.14M Sell
15,032
-24,506
-62% -$1.85M 0.07% 236
2014
Q2 		$2.98M Sell
39,538
-1,000
-2% -$73.8K 0.2% 138
2014
Q1 		$2.83M Buy
+40,538
New +$2.85M 0.19% 159
2013
Q3 		– Sell
-4,845
Closed -$386K – 321
2013
Q2 		$386K Buy
+4,845
New +$377K 0.05% 251

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return