Brinker Capital Investments’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-542
| Closed | -$227K | – | 2000 |
|
|
2025
Q1 | $227K | Sell |
542
-252
| -32% | -$106K | ﹤0.01% | 1749 |
|
|
2024
Q4 | $327K | Buy |
794
+247
| +45% | +$102K | ﹤0.01% | 1515 |
|
|
2024
Q3 | $295K | Buy |
+547
| New | +$295K | ﹤0.01% | 1527 |
|
|
2020
Q1 | – | Sell |
-59
| Closed | -$10K | – | 431 |
|
|
2019
Q4 | $10K | Hold |
59
| – | – | ﹤0.01% | 567 |
|
|
2019
Q3 | $11K | Hold |
59
| – | – | ﹤0.01% | 563 |
|
|
2019
Q2 | $15K | Hold |
59
| – | – | ﹤0.01% | 735 |
|
|
2019
Q1 | $11K | Hold |
59
| – | – | ﹤0.01% | 619 |
|
|
2018
Q4 | $8K | Hold |
59
| – | – | ﹤0.01% | 516 |
|
|
2018
Q3 | $8K | Buy |
+59
| New | +$8K | ﹤0.01% | 494 |
|