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Denali Advisors’s Erie Indemnity ERIE Stock Holding History

Denali 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
2023
Q1 		– Sell
-4
Closed -$995 – 455
2022
Q4 		$995 Sell
4
-23
-85% -$5.92K ﹤0.01% 393
2022
Q3 		$6K Sell
27
-4
-13% -$842 ﹤0.01% 315
2022
Q2 		$6K Buy
31
+5
+19% +$870 ﹤0.01% 330
2022
Q1 		$5K Buy
26
+11
+73% +$1.98K ﹤0.01% 337
2021
Q4 		$3K Sell
15
-12
-44% -$2.41K ﹤0.01% 351
2021
Q3 		$5K Buy
27
+14
+108% +$2.53K ﹤0.01% 243
2021
Q2 		$3K Buy
+13
New +$2.68K ﹤0.01% 242

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Denali Advisors's ERIE Position: Q1 2023 in Review

Denali Advisors sold out of Erie Indemnity (ERIE) in Q1 2023, closing a stake of 4 shares — an estimated $995 sold.

Denali Advisors first reported a position in ERIE in Q2 2021 and held it in 7 quarters. The position peaked at $6K in Q3 2022. 268 funds tracked by Wall St. Rank hold ERIE as of Q1 2023.

  • Denali Advisors reported no remaining Erie Indemnity position as of Q1 2023 after selling out during the quarter.
  • Denali Advisors sold 4 Erie Indemnity shares in Q1 2023, an estimated $995.
  • Denali Advisors first reported a position in Erie Indemnity in Q2 2021 and held it in 7 quarters.
  • Denali Advisors's Erie Indemnity position peaked at $6K in Q3 2022.
  • 268 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2023.

Based on Denali Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.