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Harbor Investment Advisory’s Erie Indemnity ERIE Stock Holding History

Harbor Investment Advisory’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
Q2 		– Sell
-120
Closed -$27K – 1267
2021
Q1 		$27K Hold
120
– – ﹤0.01% 825
2020
Q4 		$29K Buy
+120
New +$28K ﹤0.01% 752

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 $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Harbor Investment Advisory's ERIE Position: Q2 2021 in Review

Harbor Investment Advisory sold out of Erie Indemnity (ERIE) in Q2 2021, closing a stake of 120 shares — an estimated $27K sold.

Harbor Investment Advisory first reported a position in ERIE in Q4 2020 and held it in 2 quarters. The position peaked at $29K in Q4 2020. 215 funds tracked by Wall St. Rank hold ERIE as of Q2 2021.

  • Harbor Investment Advisory reported no remaining Erie Indemnity position as of Q2 2021 after selling out during the quarter.
  • Harbor Investment Advisory sold 120 Erie Indemnity shares in Q2 2021, an estimated $27K.
  • Harbor Investment Advisory first reported a position in Erie Indemnity in Q4 2020 and held it in 2 quarters.
  • Harbor Investment Advisory's Erie Indemnity position peaked at $29K in Q4 2020.
  • 215 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2021.

Based on Harbor Investment Advisory's 13F filing for Q2 2021, filed 27 Jul 2021.