Guggenheim Capital’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
4,665
+2,922
| +168% | +$1.01M | 0.01% | 712 |
|
|
2025
Q1 | $730K | Sell |
1,743
-333
| -16% | -$140K | 0.01% | 1022 |
|
|
2024
Q4 | $856K | Buy |
2,076
+1,443
| +228% | +$595K | 0.01% | 988 |
|
|
2024
Q3 | $342K | Sell |
633
-368
| -37% | -$199K | ﹤0.01% | 1556 |
|
|
2024
Q2 | $363K | Buy |
+1,001
| New | +$363K | ﹤0.01% | 1573 |
|
|
2023
Q4 | – | Sell |
-1,903
| Closed | -$559K | – | 1890 |
|
|
2023
Q3 | $559K | Buy |
+1,903
| New | +$559K | ﹤0.01% | 1361 |
|
|
2022
Q4 | – | Sell |
-2,400
| Closed | -$534K | – | 1931 |
|
|
2022
Q3 | $534K | Buy |
+2,400
| New | +$534K | ﹤0.01% | 1448 |
|
|
2020
Q4 | – | Sell |
-1,132
| Closed | -$238K | – | 2061 |
|
|
2020
Q3 | $238K | Sell |
1,132
-26
| -2% | -$5.47K | ﹤0.01% | 1720 |
|
|
2020
Q2 | $222K | Buy |
+1,158
| New | +$222K | ﹤0.01% | 1705 |
|
|
2017
Q2 | – | Sell |
-8,775
| Closed | -$1.08M | – | 2838 |
|
|
2017
Q1 | $1.08M | Sell |
8,775
-8,528
| -49% | -$1.05M | ﹤0.01% | 2068 |
|
|
2016
Q4 | $1.95M | Sell |
17,303
-4,659
| -21% | -$524K | 0.01% | 1704 |
|
|
2016
Q3 | $2.24M | Buy |
21,962
+143
| +0.7% | +$14.6K | 0.01% | 1551 |
|
|
2016
Q2 | $2.17M | Buy |
+21,819
| New | +$2.17M | 0.01% | 1513 |
|
|
2016
Q1 | – | Sell |
-9,761
| Closed | -$934K | – | 2937 |
|
|
2015
Q4 | $934K | Sell |
9,761
-8,066
| -45% | -$772K | ﹤0.01% | 2130 |
|
|
2015
Q3 | $1.48M | Buy |
17,827
+4,739
| +36% | +$393K | ﹤0.01% | 1831 |
|
|
2015
Q2 | $1.07M | Sell |
13,088
-3,051
| -19% | -$250K | ﹤0.01% | 2179 |
|
|
2015
Q1 | $1.41M | Buy |
16,139
+301
| +2% | +$26.2K | ﹤0.01% | 2052 |
|
|
2014
Q4 | $1.44M | Buy |
15,838
+4,584
| +41% | +$416K | ﹤0.01% | 1984 |
|
|
2014
Q3 | $853K | Sell |
11,254
-502
| -4% | -$38K | ﹤0.01% | 2284 |
|
|
2014
Q2 | $885K | Buy |
11,756
+1,170
| +11% | +$88.1K | ﹤0.01% | 2302 |
|
|
2014
Q1 | $738K | Buy |
10,586
+1,153
| +12% | +$80.4K | ﹤0.01% | 2376 |
|
|
2013
Q4 | $690K | Sell |
9,433
-14
| -0.1% | -$1.02K | ﹤0.01% | 2365 |
|
|
2013
Q3 | $685K | Buy |
9,447
+3,124
| +49% | +$227K | ﹤0.01% | 2237 |
|
|
2013
Q2 | $504K | Buy |
+6,323
| New | +$504K | ﹤0.01% | 2361 |
|