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Desjardins Global Asset Management’s Erie Indemnity ERIE Stock Holding History

Desjardins Global Asset Management’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
Q4 		$99.5K Buy
297
+55
+23% +$16.5K 0.01% 471
2023
Q3 		$71.1K Buy
242
+184
+317% +$47.6K 0.01% 505
2023
Q2 		$12.2K Buy
58
+29
+100% +$6.47K ﹤0.01% 610
2023
Q1 		$7K Buy
+29
New +$6.93K ﹤0.01% 618

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Desjardins Global Asset Management's ERIE Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Erie Indemnity (ERIE) stake by 23% in Q4 2023, buying an estimated $16.5K and bringing the position to 297 shares worth $99.5K. The position accounts for 0.01% of the portfolio, ranked #471.

Desjardins Global Asset Management first reported a position in ERIE in Q1 2023 and has held it in 4 quarters since. 298 funds tracked by Wall St. Rank hold ERIE as of Q4 2023.

  • Desjardins Global Asset Management held 297 shares of Erie Indemnity worth $99.5K as of Q4 2023.
  • Desjardins Global Asset Management bought 55 Erie Indemnity shares in Q4 2023, an estimated $16.5K.
  • Erie Indemnity made up 0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #471 holding.
  • Desjardins Global Asset Management first reported a position in Erie Indemnity in Q1 2023 and has held it in 4 quarters since.
  • 298 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.