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Cook Wealth’s Erie Indemnity ERIE Stock Holding History

Cook Wealth’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
-12,724
Closed -$4.47M – 14
2025
Q1 		$4.47M Buy
12,724
+2,000
+19% +$816K 2.17% 12
2024
Q4 		$4.05M Sell
10,724
-130
-1% -$58.2K 1.9% 12
2024
Q3 		$4.89M Sell
10,854
-295
-3% -$134K 2.46% 11
2024
Q2 		$4.32M Hold
11,149
– – 2.34% 11
2024
Q1 		$4.29M Buy
+11,149
New +$4.1M 2.58% 10

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
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cook Wealth's ERIE Position: Q2 2025 in Review

Cook Wealth sold out of Erie Indemnity (ERIE) in Q2 2025, closing a stake of 12,724 shares — an estimated $4.47M sold.

Cook Wealth first reported a position in ERIE in Q1 2024 and held it in 5 quarters. The position peaked at $4.89M in Q3 2024. 411 funds tracked by Wall St. Rank hold ERIE as of Q2 2025.

  • Cook Wealth reported no remaining Erie Indemnity position as of Q2 2025 after selling out during the quarter.
  • Cook Wealth sold 12,724 Erie Indemnity shares in Q2 2025, an estimated $4.47M.
  • Cook Wealth first reported a position in Erie Indemnity in Q1 2024 and held it in 5 quarters.
  • Cook Wealth's Erie Indemnity position peaked at $4.89M in Q3 2024.
  • 411 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2025.

Based on Cook Wealth's 13F filing for Q2 2025.