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Clinton Group’s Erie Indemnity ERIE Stock Holding History

Clinton Group’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
2018
Q2 		– Sell
-2,230
Closed -$262K – 398
2018
Q1 		$262K Buy
+2,230
New +$260K 0.03% 317
2016
Q3 		– Sell
-5,243
Closed -$521K – 948
2016
Q2 		$521K Sell
5,243
-6,931
-57% -$661K 0.02% 633
2016
Q1 		$1.13M Buy
12,174
+2,132
+21% +$201K 0.07% 395
2015
Q4 		$960K Buy
+10,042
New +$911K 0.08% 369
2013
Q4 		– Sell
-7,687
Closed -$557K – 335
2013
Q3 		$557K Sell
7,687
-996
-11% -$76.8K 0.17% 161
2013
Q2 		$692K Buy
+8,683
New +$675K 0.23% 101

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return