FANJ
ERIE icon

Financial Architects (New Jersey)’s Erie Indemnity ERIE Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-133
Closed -$25K – 420
2020
Q2 		$25K Buy
133
+1
+0.8% +$176 0.01% 509
2020
Q1 		$20K Buy
132
+1
+0.8% +$161 0.01% 508
2019
Q4 		$22K Buy
131
+1
+0.8% +$177 ﹤0.01% 561
2019
Q3 		$24K Hold
130
– – 0.01% 560
2019
Q2 		$33K Buy
+130
New +$26.9K 0.01% 594

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Architects (New Jersey)'s ERIE Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Erie Indemnity (ERIE) in Q3 2020, closing a stake of 133 shares — an estimated $25K sold.

Financial Architects (New Jersey) first reported a position in ERIE in Q2 2019 and held it in 5 quarters. The position peaked at $33K in Q2 2019. 232 funds tracked by Wall St. Rank hold ERIE as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Erie Indemnity position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 133 Erie Indemnity shares in Q3 2020, an estimated $25K.
  • Financial Architects (New Jersey) first reported a position in Erie Indemnity in Q2 2019 and held it in 5 quarters.
  • Financial Architects (New Jersey)'s Erie Indemnity position peaked at $33K in Q2 2019.
  • 232 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.