Capstone Investment Advisors
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Capstone Investment Advisors’s Erie Indemnity ERIE Stock Holding History

Capstone Investment 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
2025
Q2 		$443K Buy
2025
Q1 		– Sell
2024
Q4 		$257K Buy
2024
Q3 		$263K Buy
2024
Q1 		– Sell
2023
Q4 		$201K Buy