Financial Gravity Asset Management’s Erie Indemnity ERIE Stock Holding History

Financial Gravity Asset Management’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
2019 Q4	$166K	Buy	14 +3	+27%	+$530	0.11%	158
2019 Q3	$2K	Buy	+11	New	+$2.5K	﹤0.01%	879
2019 Q2	–	Sell	-22	Closed	-$4K	–	1349
2019 Q1	$4K	Buy	+22	New	+$3.53K	﹤0.01%	745
2018 Q3	–	Sell	-1	Closed	–	–	1451
2018 Q2	$0	Hold	1	–	–	﹤0.01%	1463
2018 Q1	$0	Buy	+1	New	+$116	﹤0.01%	1419

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Financial Gravity Asset Management's ERIE Position: Q4 2019 in Review

Financial Gravity Asset Management increased its Erie Indemnity (ERIE) stake by 27% in Q4 2019, buying an estimated $530 and bringing the position to 14 shares worth $166K. The position accounts for 0.11% of the portfolio, ranked #158.

Financial Gravity Asset Management first reported a position in ERIE in Q1 2018 and has held it in 5 quarters since. 219 funds tracked by Wall St. Rank hold ERIE as of Q4 2019.

Financial Gravity Asset Management held 14 shares of Erie Indemnity worth $166K as of Q4 2019.
Financial Gravity Asset Management bought 3 Erie Indemnity shares in Q4 2019, an estimated $530.
Erie Indemnity made up 0.11% of Financial Gravity Asset Management's portfolio in Q4 2019, its #158 holding.
Financial Gravity Asset Management first reported a position in Erie Indemnity in Q1 2018 and has held it in 5 quarters since.
219 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.