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Estate Counselors’s Erie Indemnity ERIE Stock Holding History

Estate Counselors’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
2024
Q1 		– Sell
-5,270
Closed -$1.77M – 124
2023
Q4 		$1.77M Hold
5,270
– – 0.22% 59
2023
Q3 		$1.55M Sell
5,270
-20
-0.4% -$5.17K 0.21% 61
2023
Q2 		$1.11M Hold
5,290
– – 0.14% 103
2023
Q1 		$1.23M Buy
+5,290
New +$1.26M 0.16% 77

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Estate Counselors's ERIE Position: Q1 2024 in Review

Estate Counselors sold out of Erie Indemnity (ERIE) in Q1 2024, closing a stake of 5,270 shares — an estimated $1.77M sold.

Estate Counselors first reported a position in ERIE in Q1 2023 and held it in 4 quarters. The position peaked at $1.77M in Q4 2023. 317 funds tracked by Wall St. Rank hold ERIE as of Q1 2024.

  • Estate Counselors reported no remaining Erie Indemnity position as of Q1 2024 after selling out during the quarter.
  • Estate Counselors sold 5,270 Erie Indemnity shares in Q1 2024, an estimated $1.77M.
  • Estate Counselors first reported a position in Erie Indemnity in Q1 2023 and held it in 4 quarters.
  • Estate Counselors's Erie Indemnity position peaked at $1.77M in Q4 2023.
  • 317 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2024.

Based on Estate Counselors's 13F filing for Q1 2024, filed 14 May 2024.