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Concurrent Investment Advisors’s Erie Indemnity ERIE Stock Holding History

Concurrent Investment Advisors’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
2024
Q2 		– Sell
-1,255
Closed -$504K – 1015
2024
Q1 		$504K Buy
+1,255
New +$462K 0.02% 547

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Concurrent Investment Advisors's ERIE Position: Q2 2024 in Review

Concurrent Investment Advisors sold out of Erie Indemnity (ERIE) in Q2 2024, closing a stake of 1,255 shares — an estimated $504K sold.

Concurrent Investment Advisors first reported a position in ERIE in Q1 2024 and held it in 1 quarter. The position peaked at $504K in Q1 2024. 310 funds tracked by Wall St. Rank hold ERIE as of Q2 2024.

  • Concurrent Investment Advisors reported no remaining Erie Indemnity position as of Q2 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 1,255 Erie Indemnity shares in Q2 2024, an estimated $504K.
  • Concurrent Investment Advisors first reported a position in Erie Indemnity in Q1 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's Erie Indemnity position peaked at $504K in Q1 2024.
  • 310 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2024.

Based on Concurrent Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.