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Disciplined Investments’s Erie Indemnity ERIE Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-5
Closed -$1.05K – 553
2023
Q2 		$1.05K Sell
5
-2
-29% -$446 ﹤0.01% 948
2023
Q1 		$1.62K Sell
7
-2
-22% -$478 ﹤0.01% 755
2022
Q4 		$2.24K Buy
9
+1
+13% +$257 ﹤0.01% 588
2022
Q3 		$2K Buy
8
+1
+14% +$211 ﹤0.01% 621
2022
Q2 		$1K Hold
7
– – ﹤0.01% 893
2022
Q1 		$1K Buy
+7
New +$1.26K ﹤0.01% 952

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Disciplined Investments's ERIE Position: Q3 2023 in Review

Disciplined Investments sold out of Erie Indemnity (ERIE) in Q3 2023, closing a stake of 5 shares — an estimated $1.05K sold.

Disciplined Investments first reported a position in ERIE in Q1 2022 and held it in 6 quarters. The position peaked at $2.24K in Q4 2022. 301 funds tracked by Wall St. Rank hold ERIE as of Q3 2023.

  • Disciplined Investments reported no remaining Erie Indemnity position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 5 Erie Indemnity shares in Q3 2023, an estimated $1.05K.
  • Disciplined Investments first reported a position in Erie Indemnity in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Erie Indemnity position peaked at $2.24K in Q4 2022.
  • 301 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.