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Eaton Vance Management’s Erie Indemnity ERIE Stock Holding History

Eaton Vance Management’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
Q3 		$13.1M Buy
58,993
+184
+0.3% +$38.8K 0.02% 535
2022
Q2 		$11.3M Buy
58,809
+1,652
+3% +$287K 0.02% 583
2022
Q1 		$10.1M Buy
57,157
+6,503
+13% +$1.17M 0.01% 687
2021
Q4 		$9.76M Hold
50,654
– – 0.01% 624
2021
Q3 		$9.04M Hold
50,654
– – 0.01% 587
2021
Q2 		$9.79M Buy
50,654
+50,624
+168,747% +$10.4M 0.01% 602
2021
Q1 		$7K Buy
+30
New +$7.28K ﹤0.01% 2451

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Eaton Vance Management's ERIE Position: Q3 2022 in Review

Eaton Vance Management increased its Erie Indemnity (ERIE) stake by 0.31% in Q3 2022, buying an estimated $38.8K and bringing the position to 58,993 shares worth $13.1M. The position accounts for 0.02% of the portfolio, ranked #535.

Eaton Vance Management first reported a position in ERIE in Q1 2021 and has held it in 7 quarters since. 248 funds tracked by Wall St. Rank hold ERIE as of Q3 2022.

  • Eaton Vance Management held 58,993 shares of Erie Indemnity worth $13.1M as of Q3 2022.
  • Eaton Vance Management bought 184 Erie Indemnity shares in Q3 2022, an estimated $38.8K.
  • Erie Indemnity made up 0.02% of Eaton Vance Management's portfolio in Q3 2022, its #535 holding.
  • Eaton Vance Management first reported a position in Erie Indemnity in Q1 2021 and has held it in 7 quarters since.
  • 248 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.