CI Investments Inc
ERIE icon

CI Investments Inc’s Erie Indemnity ERIE Stock Holding History

CI Investments Inc’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
Q4 		– Sell
-1,122
Closed -$357K – 839
2025
Q3 		$357K Sell
1,122
-31
-3% -$10.7K ﹤0.01% 580
2025
Q2 		$400K Buy
1,153
+11
+1% +$4.08K ﹤0.01% 563
2025
Q1 		$479K Buy
1,142
+129
+13% +$52.6K ﹤0.01% 526
2024
Q4 		$418K Buy
1,013
+293
+41% +$131K ﹤0.01% 539
2024
Q3 		$389K Buy
720
+55
+8% +$25K ﹤0.01% 532
2024
Q2 		$241K Sell
665
-287
-30% -$109K ﹤0.01% 596
2024
Q1 		$382K Sell
952
-82
-8% -$30.2K ﹤0.01% 527
2023
Q4 		$346K Sell
1,034
-247
-19% -$74.2K ﹤0.01% 511
2023
Q3 		$376K Buy
1,281
+582
+83% +$151K ﹤0.01% 487
2023
Q2 		$147K Buy
699
+34
+5% +$7.59K ﹤0.01% 693
2023
Q1 		$154K Buy
665
+1
+0.2% +$239 ﹤0.01% 639
2022
Q4 		$165K Sell
664
-393
-37% -$101K ﹤0.01% 643
2022
Q3 		$235K Sell
1,057
-29
-3% -$6.11K ﹤0.01% 561
2022
Q2 		$209K Sell
1,086
-556
-34% -$96.7K ﹤0.01% 600
2022
Q1 		$289K Sell
1,642
-813
-33% -$146K ﹤0.01% 640
2021
Q4 		$473K Sell
2,455
-388
-14% -$78K ﹤0.01% 594
2021
Q3 		$507K Buy
2,843
+12
+0.4% +$2.17K ﹤0.01% 601
2021
Q2 		$547K Buy
2,831
+754
+36% +$156K ﹤0.01% 614
2021
Q1 		$459K Sell
2,077
-1,344
-39% -$326K ﹤0.01% 568
2020
Q4 		$840K Buy
3,421
+1,963
+135% +$458K ﹤0.01% 404
2020
Q3 		$307K Buy
1,458
+657
+82% +$138K ﹤0.01% 495
2020
Q2 		$154K Buy
801
+269
+51% +$47.3K ﹤0.01% 546
2020
Q1 		$79K Sell
532
-310
-37% -$49.9K ﹤0.01% 544
2019
Q4 		$140K Sell
842
-7,613
-90% -$1.34M ﹤0.01% 584
2019
Q3 		$1.57M Buy
+8,455
New +$1.92M 0.01% 348

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
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CI Investments Inc's ERIE Position: Q4 2025 in Review

CI Investments Inc sold out of Erie Indemnity (ERIE) in Q4 2025, closing a stake of 1,122 shares — an estimated $357K sold.

CI Investments Inc first reported a position in ERIE in Q3 2019 and held it in 25 quarters. The position peaked at $1.57M in Q3 2019. 423 funds tracked by Wall St. Rank hold ERIE as of Q4 2025.

  • CI Investments Inc reported no remaining Erie Indemnity position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 1,122 Erie Indemnity shares in Q4 2025, an estimated $357K.
  • CI Investments Inc first reported a position in Erie Indemnity in Q3 2019 and held it in 25 quarters.
  • CI Investments Inc's Erie Indemnity position peaked at $1.57M in Q3 2019.
  • 423 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.