Envestnet Asset 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 | $5.02M | Buy |
19,965
+18,706
| +1,486% | +$5.02M | ﹤0.01% | 2311 |
|
|
2025
Q4 | $361K | Sell |
1,259
-18,357
| -94% | -$5.48M | ﹤0.01% | 3907 |
|
|
2025
Q3 | $6.24M | Sell |
19,616
-657
| -3% | -$227K | ﹤0.01% | 2081 |
|
|
2025
Q2 | $7.03M | Buy |
20,273
+1,564
| +8% | +$580K | ﹤0.01% | 1976 |
|
|
2025
Q1 | $7.84M | Buy |
18,709
+9
| +0% | +$3.67K | ﹤0.01% | 1826 |
|
|
2024
Q4 | $7.71M | Sell |
18,700
-12,094
| -39% | -$5.41M | ﹤0.01% | 1812 |
|
|
2024
Q3 | $16.6M | Sell |
30,794
-703
| -2% | -$320K | 0.01% | 1305 |
|
|
2024
Q2 | $11.4M | Sell |
31,497
-25
| -0.1% | -$9.5K | ﹤0.01% | 1471 |
|
|
2024
Q1 | $12.7M | Buy |
31,522
+573
| +2% | +$211K | ﹤0.01% | 1385 |
|
|
2023
Q4 | $10.4M | Buy |
30,949
+49
| +0.2% | +$14.7K | ﹤0.01% | 1427 |
|
|
2023
Q3 | $9.08M | Buy |
30,900
+40
| +0.1% | +$10.3K | ﹤0.01% | 1433 |
|
|
2023
Q2 | $6.48M | Buy |
30,860
+1
| +0% | +$223 | ﹤0.01% | 1560 |
|
|
2023
Q1 | $7.15M | Sell |
30,859
-56
| -0.2% | -$13.4K | ﹤0.01% | 1441 |
|
|
2022
Q4 | $7.69M | Buy |
30,915
+10
| +0% | +$2.57K | ﹤0.01% | 1343 |
|
|
2022
Q3 | $6.87M | Sell |
30,905
-10
| -0% | -$2.11K | ﹤0.01% | 1344 |
|
|
2022
Q2 | $5.94M | Sell |
30,915
-984
| -3% | -$171K | ﹤0.01% | 1432 |
|
|
2022
Q1 | $5.62M | Buy |
31,899
+29,927
| +1,518% | +$5.38M | ﹤0.01% | 1528 |
|
|
2021
Q4 | $380K | Sell |
1,972
-7
| -0.4% | -$1.41K | ﹤0.01% | 3253 |
|
|
2021
Q3 | $353K | Buy |
1,979
+44
| +2% | +$7.96K | ﹤0.01% | 3195 |
|
|
2021
Q2 | $374K | Buy |
1,935
+432
| +29% | +$89.1K | ﹤0.01% | 3147 |
|
|
2021
Q1 | $332K | Buy |
+1,503
| New | +$365K | ﹤0.01% | 3084 |
|
|
2019
Q3 | – | Sell |
-1,491
| Closed | -$379K | – | 3105 |
|
|
2019
Q2 | $379K | Buy |
+1,491
| New | +$308K | ﹤0.01% | 2523 |
|
Other funds holding ERIE
VCM
VPM
