E
ERIE icon

Ergoteles’s Erie Indemnity ERIE Stock Holding History

Ergoteles’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
2023
Q3 		– Sell
-21,117
Closed -$4.43M – 302
2023
Q2 		$4.43M Buy
+21,117
New +$4.71M 0.21% 115
2023
Q1 		– Sell
-19,910
Closed -$4.95M – 1397
2022
Q4 		$4.95M Buy
19,910
+16,731
+526% +$4.3M 0.18% 123
2022
Q3 		$707K Sell
3,179
-2,909
-48% -$613K 0.02% 631
2022
Q2 		$1.17M Buy
+6,088
New +$1.06M 0.04% 482
2020
Q4 		– Sell
-7,300
Closed -$1.53M – 735
2020
Q3 		$1.53M Buy
+7,300
New +$1.53M 0.2% 87

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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