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Fort Pitt Capital Group’s Erie Indemnity ERIE Stock Holding History

Fort Pitt Capital Group’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 		$17.5M Sell
32,400
-2,100
-6% -$956K 0.49% 38
2024
Q2 		$12.5M Hold
34,500
– – 0.38% 42
2024
Q1 		$13.9M Buy
+34,500
New +$12.7M 0.43% 42
2021
Q3 		– Sell
-82,997
Closed -$16M – 141
2021
Q2 		$16M Buy
+82,997
New +$17.1M 0.65% 46
2021
Q1 		– Sell
-587
Closed -$144K – 188
2020
Q4 		$144K Buy
+587
New +$137K 0.01% 136
2020
Q3 		– Sell
-82,947
Closed -$15.9M – 142
2020
Q2 		$15.9M Hold
82,947
– – 0.94% 37
2020
Q1 		$12.3M Buy
+82,947
New +$13.4M 0.85% 40
2019
Q1 		– Sell
-83,746
Closed -$11.2M – 139
2018
Q4 		$11.2M Buy
+83,746
New +$10.9M 0.86% 35
2016
Q2 		– Sell
-43,912
Closed -$4.08M – 101
2016
Q1 		$4.08M Sell
43,912
-44,846
-51% -$4.22M 0.5% 40
2015
Q4 		$8.49M Sell
88,758
-2,951
-3% -$268K 1.08% 29
2015
Q3 		$7.61M Sell
91,709
-294
-0.3% -$24.5K 1.02% 34
2015
Q2 		$7.55M Sell
92,003
-360
-0.4% -$29.8K 0.94% 35
2015
Q1 		$8.06M Sell
92,363
-33
-0% -$2.92K 0.98% 34
2014
Q4 		$8.39M Sell
92,396
-560
-0.6% -$47.7K 1.02% 32
2014
Q3 		$7.05M Buy
92,956
+92,862
+98,789% +$6.99M 0.9% 35
2014
Q2 		$7.05K Sell
94
-1
-1% -$74 0.89% 35
2014
Q1 		$6.64K Sell
95
-3
-3% -$211 0.91% 34
2013
Q4 		$7.14K Hold
98
– – 1% 31
2013
Q3 		$7.13K Sell
98
-3
-3% -$231 1.1% 32
2013
Q2 		$8.05K Buy
+101
New +$7.85K 1.29% 29

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fort Pitt Capital Group's ERIE Position: Q3 2024 in Review

Fort Pitt Capital Group reduced its Erie Indemnity (ERIE) stake by 6.1% in Q3 2024, selling an estimated $956K and leaving 32,400 shares worth $17.5M. The position accounts for 0.49% of the portfolio, ranked #38.

Fort Pitt Capital Group first reported a position in ERIE in Q2 2013 and has held it in 20 quarters since. 370 funds tracked by Wall St. Rank hold ERIE as of Q3 2024.

  • Fort Pitt Capital Group held 32,400 shares of Erie Indemnity worth $17.5M as of Q3 2024.
  • Fort Pitt Capital Group sold 2,100 Erie Indemnity shares in Q3 2024, an estimated $956K.
  • Erie Indemnity made up 0.49% of Fort Pitt Capital Group's portfolio in Q3 2024, its #38 holding.
  • Fort Pitt Capital Group first reported a position in Erie Indemnity in Q2 2013 and has held it in 20 quarters since.
  • 370 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2024.

Based on Fort Pitt Capital Group's 13F filing for Q3 2024, filed 29 Oct 2024.