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Capital Performance Advisors’s Erie Indemnity ERIE Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-1
Closed -$540 – 954
2024
Q3 		$540 Buy
+1
New +$455 ﹤0.01% 2211

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Performance Advisors's ERIE Position: Q4 2024 in Review

Capital Performance Advisors sold out of Erie Indemnity (ERIE) in Q4 2024, closing a stake of 1 share — an estimated $540 sold.

Capital Performance Advisors first reported a position in ERIE in Q3 2024 and held it in 1 quarter. The position peaked at $540 in Q3 2024. 398 funds tracked by Wall St. Rank hold ERIE as of Q4 2024.

  • Capital Performance Advisors reported no remaining Erie Indemnity position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1 Erie Indemnity share in Q4 2024, an estimated $540.
  • Capital Performance Advisors first reported a position in Erie Indemnity in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Erie Indemnity position peaked at $540 in Q3 2024.
  • 398 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.