Culbertson A N & Co’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $704K | Sell |
2,803
-466
| -14% | -$125K | 0.09% | 102 |
|
|
2025
Q4 | $937K | Sell |
3,269
-83
| -2% | -$24.8K | 0.13% | 95 |
|
|
2025
Q3 | $1.07M | Sell |
3,352
-410
| -11% | -$142K | 0.15% | 89 |
|
|
2025
Q2 | $1.3M | Hold |
3,762
| – | – | 0.2% | 83 |
|
|
2025
Q1 | $1.58M | Sell |
3,762
-251
| -6% | -$102K | 0.25% | 79 |
|
|
2024
Q4 | $1.65M | Hold |
4,013
| – | – | 0.26% | 79 |
|
|
2024
Q3 | $2.17M | Sell |
4,013
-1
| -0% | -$455 | 0.35% | 66 |
|
|
2024
Q2 | $1.45M | Hold |
4,014
| – | – | 0.25% | 77 |
|
|
2024
Q1 | $1.61M | Sell |
4,014
-130
| -3% | -$47.8K | 0.28% | 76 |
|
|
2023
Q4 | $1.39M | Hold |
4,144
| – | – | 0.26% | 77 |
|
|
2023
Q3 | $1.22M | Hold |
4,144
| – | – | 0.24% | 78 |
|
|
2023
Q2 | $870K | Hold |
4,144
| – | – | 0.17% | 88 |
|
|
2023
Q1 | $960K | Sell |
4,144
-320
| -7% | -$76.5K | 0.2% | 86 |
|
|
2022
Q4 | $1.11M | Sell |
4,464
-260
| -6% | -$66.9K | 0.23% | 81 |
|
|
2022
Q3 | $1.05M | Sell |
4,724
-1,660
| -26% | -$350K | 0.24% | 80 |
|
|
2022
Q2 | $1.23M | Hold |
6,384
| – | – | 0.27% | 80 |
|
|
2022
Q1 | $1.12M | Sell |
6,384
-920
| -13% | -$165K | 0.21% | 85 |
|
|
2021
Q4 | $1.41M | Hold |
7,304
| – | – | 0.27% | 79 |
|
|
2021
Q3 | $1.3M | Buy |
7,304
+950
| +15% | +$172K | 0.27% | 78 |
|
|
2021
Q2 | $1.23M | Buy |
6,354
+34
| +0.5% | +$7.01K | 0.26% | 80 |
|
|
2021
Q1 | $1.4M | Hold |
6,320
| – | – | 0.31% | 75 |
|
|
2020
Q4 | $1.55M | Sell |
6,320
-220
| -3% | -$51.3K | 0.37% | 67 |
|
|
2020
Q3 | $1.38M | Hold |
6,540
| – | – | 0.36% | 66 |
|
|
2020
Q2 | $1.25M | Buy |
6,540
+120
| +2% | +$21.1K | 0.34% | 72 |
|
|
2020
Q1 | $952K | Sell |
6,420
-220
| -3% | -$35.4K | 0.31% | 73 |
|
|
2019
Q4 | $1.1M | Hold |
6,640
| – | – | 0.28% | 76 |
|
|
2019
Q3 | $1.23M | Hold |
6,640
| – | – | 0.34% | 72 |
|
|
2019
Q2 | $1.69M | Hold |
6,640
| – | – | 0.47% | 61 |
|
|
2019
Q1 | $1.19M | Sell |
6,640
-90
| -1% | -$14.4K | 0.34% | 73 |
|
|
2018
Q4 | $897K | Hold |
6,730
| – | – | 0.29% | 74 |
|
|
2018
Q3 | $858K | Buy |
6,730
+300
| +5% | +$37.3K | 0.23% | 78 |
|
|
2018
Q2 | $754K | Hold |
6,430
| – | – | 0.22% | 79 |
|
|
2018
Q1 | $756K | Hold |
6,430
| – | – | 0.23% | 79 |
|
|
2017
Q4 | $783K | Buy |
6,430
+130
| +2% | +$15.8K | 0.22% | 78 |
|
|
2017
Q3 | $760K | Buy |
6,300
+100
| +2% | +$12.2K | 0.23% | 78 |
|
|
2017
Q2 | $775K | Hold |
6,200
| – | – | 0.25% | 77 |
|
|
2017
Q1 | $761K | Hold |
6,200
| – | – | 0.25% | 74 |
|
|
2016
Q4 | $697K | Hold |
6,200
| – | – | 0.24% | 74 |
|
|
2016
Q3 | $633K | Hold |
6,200
| – | – | 0.23% | 73 |
|
|
2016
Q2 | $616K | Hold |
6,200
| – | – | 0.23% | 73 |
|
|
2016
Q1 | $577K | Sell |
6,200
-200
| -3% | -$18.8K | 0.22% | 70 |
|
|
2015
Q4 | $612K | Hold |
6,400
| – | – | 0.24% | 72 |
|
|
2015
Q3 | $531K | Hold |
6,400
| – | – | 0.22% | 73 |
|
|
2015
Q2 | $525K | Hold |
6,400
| – | – | 0.2% | 73 |
|
|
2015
Q1 | $558K | Hold |
6,400
| – | – | 0.22% | 71 |
|
|
2014
Q4 | $581K | Hold |
6,400
| – | – | 0.24% | 70 |
|
|
2014
Q3 | $485K | Sell |
6,400
-130
| -2% | -$9.79K | 0.21% | 73 |
|
|
2014
Q2 | $491K | Sell |
6,530
-450
| -6% | -$33.2K | 0.21% | 72 |
|
|
2014
Q1 | $487K | Sell |
6,980
-220
| -3% | -$15.5K | 0.23% | 71 |
|
|
2013
Q4 | $526K | Sell |
7,200
-100
| -1% | -$7.13K | 0.26% | 67 |
|
|
2013
Q3 | $529K | Sell |
7,300
-310
| -4% | -$23.9K | 0.28% | 65 |
|
|
2013
Q2 | $606K | Buy |
+7,610
| New | +$592K | 0.34% | 67 |
|
Other funds holding ERIE
VCM
VPM