EFSCE
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Enterprise Financial Services Corp (EFSC)’s Erie Indemnity ERIE Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021
Q3 		– Sell
-36
Closed -$7K – 652
2021
Q2 		$7K Hold
36
– – ﹤0.01% 840
2021
Q1 		$8K Hold
36
– – ﹤0.01% 819
2020
Q4 		$9K Hold
36
– – ﹤0.01% 740
2020
Q3 		$8K Hold
36
– – ﹤0.01% 736
2020
Q2 		$7K Hold
36
– – ﹤0.01% 776
2020
Q1 		$5K Hold
36
– – ﹤0.01% 789
2019
Q4 		$6K Hold
36
– – ﹤0.01% 817
2019
Q3 		$7K Hold
36
– – ﹤0.01% 780
2019
Q2 		$9K Hold
36
– – ﹤0.01% 764
2019
Q1 		$6K Hold
36
– – ﹤0.01% 856
2018
Q4 		$5K Sell
36
-24
-40% -$3.11K ﹤0.01% 651
2018
Q3 		$8K Sell
60
-53
-47% -$6.59K ﹤0.01% 632
2018
Q2 		$13K Hold
113
– – 0.01% 536
2018
Q1 		$13K Hold
113
– – 0.01% 551
2017
Q4 		$14K Hold
113
– – 0.01% 515
2017
Q3 		$14K Hold
113
– – 0.01% 513
2017
Q2 		$14K Sell
113
-50
-31% -$6.03K 0.01% 524
2017
Q1 		$20K Hold
163
– – 0.01% 456
2016
Q4 		$18K Buy
163
+113
+226% +$12K 0.01% 465
2016
Q3 		$5K Hold
50
– – ﹤0.01% 720
2016
Q2 		$5K Hold
50
– – ﹤0.01% 699
2016
Q1 		$5K Hold
50
– – ﹤0.01% 697
2015
Q4 		$5K Hold
50
– – ﹤0.01% 718
2015
Q3 		$4K Hold
50
– – ﹤0.01% 737
2015
Q2 		$4K Hold
50
– – ﹤0.01% 760
2015
Q1 		$4K Hold
50
– – ﹤0.01% 858
2014
Q4 		$5K Hold
50
– – ﹤0.01% 794
2014
Q3 		$4K Hold
50
– – ﹤0.01% 822
2014
Q2 		$4K Hold
50
– – ﹤0.01% 868
2014
Q1 		$3K Buy
50
+38
+317% +$2.67K ﹤0.01% 936
2013
Q4 		$1K Hold
12
– – ﹤0.01% 1098
2013
Q3 		$1K Buy
+12
New +$926 ﹤0.01% 1114

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s ERIE Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Erie Indemnity (ERIE) in Q3 2021, closing a stake of 36 shares — an estimated $7K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in ERIE in Q3 2013 and held it in 32 quarters. The position peaked at $20K in Q1 2017. 226 funds tracked by Wall St. Rank hold ERIE as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Erie Indemnity position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 36 Erie Indemnity shares in Q3 2021, an estimated $7K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Erie Indemnity in Q3 2013 and held it in 32 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Erie Indemnity position peaked at $20K in Q1 2017.
  • 226 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.