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Great Diamond Partners’s Erie Indemnity ERIE Stock Holding History

Great Diamond Partners’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
2025
Q2 		– Sell
-1,354
Closed -$567K – 228
2025
Q1 		$567K Buy
1,354
+839
+163% +$342K 0.16% 106
2024
Q4 		$212K Sell
515
-601
-54% -$269K 0.05% 177
2024
Q3 		$602K Buy
+1,116
New +$508K 0.15% 108

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CAM
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BlackRock
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State Street
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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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Great Diamond Partners's ERIE Position: Q2 2025 in Review

Great Diamond Partners sold out of Erie Indemnity (ERIE) in Q2 2025, closing a stake of 1,354 shares — an estimated $567K sold.

Great Diamond Partners first reported a position in ERIE in Q3 2024 and held it in 3 quarters. The position peaked at $602K in Q3 2024. 411 funds tracked by Wall St. Rank hold ERIE as of Q2 2025.

  • Great Diamond Partners reported no remaining Erie Indemnity position as of Q2 2025 after selling out during the quarter.
  • Great Diamond Partners sold 1,354 Erie Indemnity shares in Q2 2025, an estimated $567K.
  • Great Diamond Partners first reported a position in Erie Indemnity in Q3 2024 and held it in 3 quarters.
  • Great Diamond Partners's Erie Indemnity position peaked at $602K in Q3 2024.
  • 411 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2025.

Based on Great Diamond Partners's 13F filing for Q2 2025, filed 13 Aug 2025.