Donaldson Capital Management’s Erie Indemnity ERIE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.37M	Hold	5,470	–	–	0.04%	126
2025 Q4	$1.57M	Hold	5,470	–	–	0.05%	120
2025 Q3	$1.74M	Hold	5,470	–	–	0.06%	113
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%	-$485K	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%	-$31.2K	0.1%	85
2023 Q3	$1.95M	Sell	6,639 -2,812	-30%	-$727K	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%	-$27.7K	0.08%	95
2021 Q3	$1.71M	Buy	+9,589	New	+$1.73M	0.09%	89
2021 Q2	–	Sell	-9,589	Closed	-$2.12M	–	254
2021 Q1	$2.12M	Hold	9,589	–	–	0.12%	82
2020 Q4	$2.35M	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	+$2.18M	0.13%	78