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CSat Investment Advisory’s Erie Indemnity ERIE Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-176
Closed -$37K – 663
2020
Q3 		$37K Buy
176
+22
+14% +$4.62K ﹤0.01% 717
2020
Q2 		$30K Sell
154
-7
-4% -$1.23K ﹤0.01% 744
2020
Q1 		$24K Buy
161
+25
+18% +$4.03K 0.01% 691
2019
Q4 		$23K Buy
136
+21
+18% +$3.71K 0.01% 744
2019
Q3 		$21K Buy
115
+16
+16% +$3.63K 0.01% 699
2019
Q2 		$25K Buy
+99
New +$20.5K 0.01% 656

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CSat Investment Advisory's ERIE Position: Q4 2020 in Review

CSat Investment Advisory sold out of Erie Indemnity (ERIE) in Q4 2020, closing a stake of 176 shares — an estimated $37K sold.

CSat Investment Advisory first reported a position in ERIE in Q2 2019 and held it in 6 quarters. The position peaked at $37K in Q3 2020. 227 funds tracked by Wall St. Rank hold ERIE as of Q4 2020.

  • CSat Investment Advisory reported no remaining Erie Indemnity position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 176 Erie Indemnity shares in Q4 2020, an estimated $37K.
  • CSat Investment Advisory first reported a position in Erie Indemnity in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Erie Indemnity position peaked at $37K in Q3 2020.
  • 227 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.