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Fifth Third Wealth Advisors’s Erie Indemnity ERIE Stock Holding History

Fifth Third Wealth Advisors’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
Q3 		– Sell
-732
Closed -$265K – 710
2024
Q2 		$265K Buy
+732
New +$278K 0.02% 462

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fifth Third Wealth Advisors's ERIE Position: Q3 2024 in Review

Fifth Third Wealth Advisors sold out of Erie Indemnity (ERIE) in Q3 2024, closing a stake of 732 shares — an estimated $265K sold.

Fifth Third Wealth Advisors first reported a position in ERIE in Q2 2024 and held it in 1 quarter. The position peaked at $265K in Q2 2024. 370 funds tracked by Wall St. Rank hold ERIE as of Q3 2024.

  • Fifth Third Wealth Advisors reported no remaining Erie Indemnity position as of Q3 2024 after selling out during the quarter.
  • Fifth Third Wealth Advisors sold 732 Erie Indemnity shares in Q3 2024, an estimated $265K.
  • Fifth Third Wealth Advisors first reported a position in Erie Indemnity in Q2 2024 and held it in 1 quarter.
  • Fifth Third Wealth Advisors's Erie Indemnity position peaked at $265K in Q2 2024.
  • 370 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2024.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.