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Coldstream Capital Management’s Erie Indemnity ERIE Stock Holding History

Coldstream Capital Management’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 		– Sell
-113
Closed -$47.4K – 1795
2025
Q1 		$47.4K Buy
+113
New +$46.1K ﹤0.01% 1731

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CAM
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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
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
Invesco
Invesco Atlanta, Georgia $1.02T 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

Coldstream Capital Management's ERIE Position: Q2 2025 in Review

Coldstream Capital Management sold out of Erie Indemnity (ERIE) in Q2 2025, closing a stake of 113 shares — an estimated $47.4K sold.

Coldstream Capital Management first reported a position in ERIE in Q1 2025 and held it in 1 quarter. The position peaked at $47.4K in Q1 2025. 411 funds tracked by Wall St. Rank hold ERIE as of Q2 2025.

  • Coldstream Capital Management reported no remaining Erie Indemnity position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 113 Erie Indemnity shares in Q2 2025, an estimated $47.4K.
  • Coldstream Capital Management first reported a position in Erie Indemnity in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Erie Indemnity position peaked at $47.4K in Q1 2025.
  • 411 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.