Dividend Assets Capital’s Erie Indemnity ERIE Stock Holding History

Dividend Assets Capital’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
2022 Q2	–	Sell	-25	Closed	-$4K	–	570
2022 Q1	$4K	Buy	+25	New	+$4.49K	﹤0.01%	465

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dividend Assets Capital's ERIE Position: Q2 2022 in Review

Dividend Assets Capital sold out of Erie Indemnity (ERIE) in Q2 2022, closing a stake of 25 shares — an estimated $4K sold.

Dividend Assets Capital first reported a position in ERIE in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 238 funds tracked by Wall St. Rank hold ERIE as of Q2 2022.

Dividend Assets Capital reported no remaining Erie Indemnity position as of Q2 2022 after selling out during the quarter.
Dividend Assets Capital sold 25 Erie Indemnity shares in Q2 2022, an estimated $4K.
Dividend Assets Capital first reported a position in Erie Indemnity in Q1 2022 and held it in 1 quarter.
Dividend Assets Capital's Erie Indemnity position peaked at $4K in Q1 2022.
238 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2022.

Based on Dividend Assets Capital's 13F filing for Q2 2022, filed 15 Jul 2022.