CWM
ERIE icon

CIBC World Markets’s Erie Indemnity ERIE Stock Holding History

CIBC World Markets’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 		$1.01M Buy
+3,534
New +$1.05M 0.01% 734
2025
Q2 		$1.1M Buy
3,159
+128
+4% +$47.5K 0.01% 652
2025
Q1 		$1.27M Sell
3,031
-946
-24% -$386K 0.01% 617
2024
Q4 		$1.64M Sell
3,977
-909
-19% -$407K 0.01% 561
2024
Q3 		$2.64M Buy
4,886
+3,516
+257% +$1.6M 0.02% 462
2024
Q2 		$496K Buy
1,370
+330
+32% +$125K ﹤0.01% 659
2024
Q1 		$418K Buy
1,040
+333
+47% +$123K ﹤0.01% 741
2023
Q4 		$237K Buy
+707
New +$212K ﹤0.01% 727

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $23.1B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return