Bridgewater Associates’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $408K | Sell |
1,622
-1,775
| -52% | -$477K | ﹤0.01% | 915 |
|
|
2025
Q4 | $974K | Buy |
+3,397
| New | +$1.01M | ﹤0.01% | 894 |
|
|
2024
Q4 | – | Sell |
-1,103
| Closed | -$595K | – | 734 |
|
|
2024
Q3 | $595K | Sell |
1,103
-1,686
| -60% | -$767K | ﹤0.01% | 672 |
|
|
2024
Q2 | $1.01M | Buy |
+2,789
| New | +$1.06M | 0.01% | 657 |
|
|
2024
Q1 | – | Sell |
-15,790
| Closed | -$5.29M | – | 727 |
|
|
2023
Q4 | $5.29M | Buy |
15,790
+5,051
| +47% | +$1.52M | 0.03% | 359 |
|
|
2023
Q3 | $3.16M | Buy |
10,739
+5,585
| +108% | +$1.44M | 0.02% | 433 |
|
|
2023
Q2 | $1.08M | Sell |
5,154
-6,215
| -55% | -$1.39M | 0.01% | 561 |
|
|
2023
Q1 | $2.63M | Sell |
11,369
-5,276
| -32% | -$1.26M | 0.02% | 419 |
|
|
2022
Q4 | $4.14M | Buy |
16,645
+5,621
| +51% | +$1.45M | 0.02% | 399 |
|
|
2022
Q3 | $2.45M | Sell |
11,024
-4,955
| -31% | -$1.04M | 0.01% | 517 |
|
|
2022
Q2 | $3.07M | Buy |
15,979
+3,859
| +32% | +$671K | 0.01% | 600 |
|
|
2022
Q1 | $2.13M | Buy |
12,120
+5,464
| +82% | +$981K | 0.01% | 666 |
|
|
2021
Q4 | $1.28M | Buy |
+6,656
| New | +$1.34M | 0.01% | 525 |
|
|
2020
Q3 | – | Sell |
-1,903
| Closed | -$365K | – | 464 |
|
|
2020
Q2 | $365K | Sell |
1,903
-969
| -34% | -$171K | 0.01% | 301 |
|
|
2020
Q1 | $426K | Buy |
+2,872
| New | +$463K | 0.01% | 301 |
|
|
2019
Q4 | – | Sell |
-38,474
| Closed | -$7.14M | – | 515 |
|
|
2019
Q3 | $7.14M | Buy |
+38,474
| New | +$8.74M | 0.06% | 118 |
|
|
2018
Q2 | – | Sell |
-2,288
| Closed | -$269K | – | 483 |
|
|
2018
Q1 | $269K | Buy |
+2,288
| New | +$266K | ﹤0.01% | 433 |
|
|
2015
Q4 | – | Sell |
-2,527
| Closed | -$210K | – | 319 |
|
|
2015
Q3 | $210K | Buy |
+2,527
| New | +$210K | ﹤0.01% | 425 |
|
Other funds holding ERIE
VCM
VPM
