CPC
ERIE icon

Consolidated Planning Corp’s Erie Indemnity ERIE Stock Holding History

Consolidated Planning Corp’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
Q3 		– Sell
-3,000
Closed -$1.04M – 201
2025
Q2 		$1.04M Sell
3,000
-420
-12% -$156K 0.13% 113
2025
Q1 		$1.43M Sell
3,420
-1,044
-23% -$426K 0.2% 94
2024
Q4 		$1.84M Buy
4,464
+1,458
+49% +$653K 0.25% 78
2024
Q3 		$1.62M Buy
3,006
+2,097
+231% +$955K 0.24% 78
2024
Q2 		$330K Buy
909
+50
+6% +$19K 0.05% 135
2024
Q1 		$345K Buy
859
+232
+37% +$85.3K 0.06% 124
2023
Q4 		$210K Buy
+627
New +$188K 0.04% 160

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CAM
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Invesco
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return