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Gerber Kawasaki Wealth & Investment Management’s Erie Indemnity ERIE Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-162
Closed -$28K – 530
2021
Q3 		$28K Buy
+162
New +$29.3K ﹤0.01% 426

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 $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ERIE Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Erie Indemnity (ERIE) in Q4 2021, closing a stake of 162 shares — an estimated $28K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ERIE in Q3 2021 and held it in 1 quarter. The position peaked at $28K in Q3 2021. 247 funds tracked by Wall St. Rank hold ERIE as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Erie Indemnity position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 162 Erie Indemnity shares in Q4 2021, an estimated $28K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Erie Indemnity in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Erie Indemnity position peaked at $28K in Q3 2021.
  • 247 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.