Cerity Partners’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 | $5.31M | Buy |
14,632
+11,750
| +408% | +$4.26M | 0.01% | 777 |
|
|
2025
Q1 | $1.21M | Buy |
2,882
+1,496
| +108% | +$627K | ﹤0.01% | 1336 |
|
|
2024
Q4 | $590K | Buy |
1,386
+328
| +31% | +$140K | ﹤0.01% | 1671 |
|
|
2024
Q3 | $571K | Buy |
1,058
+101
| +11% | +$54.5K | ﹤0.01% | 1708 |
|
|
2024
Q2 | $347K | Sell |
957
-55
| -5% | -$19.9K | ﹤0.01% | 1737 |
|
|
2024
Q1 | $406K | Buy |
1,012
+198
| +24% | +$79.5K | ﹤0.01% | 1711 |
|
|
2023
Q4 | $272K | Buy |
814
+47
| +6% | +$15.7K | ﹤0.01% | 1563 |
|
|
2023
Q3 | $225K | Buy |
+767
| New | +$225K | ﹤0.01% | 1247 |
|
|
2023
Q1 | – | Sell |
-867
| Closed | -$216K | – | 1860 |
|
|
2022
Q4 | $216K | Buy |
+867
| New | +$216K | ﹤0.01% | 1307 |
|