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First Trust Direct Indexing’s Erie Indemnity ERIE Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-991
Closed -$535K – 298
2024
Q3 		$535K Sell
991
-222
-18% -$101K 0.03% 524
2024
Q2 		$440K Buy
1,213
+111
+10% +$42.2K 0.03% 533
2024
Q1 		$443K Buy
1,102
+321
+41% +$118K 0.03% 500
2023
Q4 		$262K Buy
781
+8
+1% +$2.4K 0.02% 621
2023
Q3 		$227K Buy
+773
New +$200K 0.03% 605
2023
Q2 		– Sell
-958
Closed -$222K – 721
2023
Q1 		$222K Buy
958
+86
+10% +$20.6K 0.03% 629
2022
Q4 		$217K Buy
+872
New +$224K 0.03% 605

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 $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Direct Indexing's ERIE Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Erie Indemnity (ERIE) in Q4 2024, closing a stake of 991 shares — an estimated $535K sold.

First Trust Direct Indexing first reported a position in ERIE in Q4 2022 and held it in 7 quarters. The position peaked at $535K in Q3 2024. 398 funds tracked by Wall St. Rank hold ERIE as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Erie Indemnity position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 991 Erie Indemnity shares in Q4 2024, an estimated $535K.
  • First Trust Direct Indexing first reported a position in Erie Indemnity in Q4 2022 and held it in 7 quarters.
  • First Trust Direct Indexing's Erie Indemnity position peaked at $535K in Q3 2024.
  • 398 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.