Duality Advisers’s Erie Indemnity ERIE Stock Holding History

Duality Advisers’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	-2,539	Closed	-$447K	–	666
2022 Q1	$447K	Sell	2,539 -4,098	-62%	-$736K	0.05%	491
2021 Q4	$1.28M	Buy	+6,637	New	+$1.33M	0.14%	249
2021 Q3	–	Sell	-7,940	Closed	-$1.53M	–	590
2021 Q2	$1.53M	Buy	7,940 +4,241	+115%	+$875K	0.14%	261
2021 Q1	$817K	Buy	+3,699	New	+$898K	0.07%	379
2020 Q4	–	Sell	-1,280	Closed	-$269K	–	602
2020 Q3	$269K	Buy	+1,280	New	+$269K	0.02%	535

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Duality Advisers's ERIE Position: Q2 2022 in Review

Duality Advisers sold out of Erie Indemnity (ERIE) in Q2 2022, closing a stake of 2,539 shares — an estimated $447K sold.

Duality Advisers first reported a position in ERIE in Q3 2020 and held it in 5 quarters. The position peaked at $1.53M in Q2 2021. 237 funds tracked by Wall St. Rank hold ERIE as of Q2 2022.

Duality Advisers reported no remaining Erie Indemnity position as of Q2 2022 after selling out during the quarter.
Duality Advisers sold 2,539 Erie Indemnity shares in Q2 2022, an estimated $447K.
Duality Advisers first reported a position in Erie Indemnity in Q3 2020 and held it in 5 quarters.
Duality Advisers's Erie Indemnity position peaked at $1.53M in Q2 2021.
237 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2022.

Based on Duality Advisers's 13F filing for Q2 2022, filed 8 Aug 2022.