Donaldson Capital Management’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Hold |
5,470
| – | – | 0.07% | 102 |
|
|
2025
Q1 | $2.29M | Hold |
5,470
| – | – | 0.09% | 100 |
|
|
2024
Q4 | $2.25M | Hold |
5,470
| – | – | 0.09% | 98 |
|
|
2024
Q3 | $2.95M | Sell |
5,470
-1,065
| -16% | -$575K | 0.11% | 83 |
|
|
2024
Q2 | $2.37M | Hold |
6,535
| – | – | 0.1% | 87 |
|
|
2024
Q1 | $2.62M | Hold |
6,535
| – | – | 0.11% | 84 |
|
|
2023
Q4 | $2.19M | Sell |
6,535
-104
| -2% | -$34.8K | 0.1% | 85 |
|
|
2023
Q3 | $1.95M | Sell |
6,639
-2,812
| -30% | -$826K | 0.09% | 90 |
|
|
2023
Q2 | $1.98M | Hold |
9,451
| – | – | 0.09% | 88 |
|
|
2023
Q1 | $2.19M | Hold |
9,451
| – | – | 0.1% | 84 |
|
|
2022
Q4 | $2.35M | Hold |
9,451
| – | – | 0.11% | 84 |
|
|
2022
Q3 | $2.1M | Hold |
9,451
| – | – | 0.12% | 79 |
|
|
2022
Q2 | $1.82M | Hold |
9,451
| – | – | 0.09% | 83 |
|
|
2022
Q1 | $1.67M | Hold |
9,451
| – | – | 0.08% | 96 |
|
|
2021
Q4 | $1.82M | Sell |
9,451
-138
| -1% | -$26.6K | 0.08% | 95 |
|
|
2021
Q3 | $1.71M | Buy |
+9,589
| New | +$1.71M | 0.09% | 89 |
|
|
2021
Q2 | – | Sell |
-9,589
| Closed | -$2.12M | – | 254 |
|
|
2021
Q1 | $2.12M | Hold |
9,589
| – | – | 0.12% | 82 |
|
|
2020
Q4 | $2.36M | Hold |
9,589
| – | – | 0.14% | 74 |
|
|
2020
Q3 | $2.02M | Hold |
9,589
| – | – | 0.14% | 73 |
|
|
2020
Q2 | $1.84M | Hold |
9,589
| – | – | 0.13% | 71 |
|
|
2020
Q1 | $1.42M | Hold |
9,589
| – | – | 0.12% | 74 |
|
|
2019
Q4 | $1.59M | Hold |
9,589
| – | – | 0.11% | 83 |
|
|
2019
Q3 | $1.78M | Buy |
+9,589
| New | +$1.78M | 0.13% | 78 |
|