HFM
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Harvest Fund Management’s Erie Indemnity ERIE Stock Holding History

Harvest Fund 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
2024
Q4 		– Sell
-376
Closed -$203K – 764
2024
Q3 		$203K Buy
+376
New +$171K 0.01% 341
2021
Q1 		– Sell
-145
Closed -$35K – 831
2020
Q4 		$35K Buy
+145
New +$33.8K ﹤0.01% 420
2019
Q3 		– Sell
-549
Closed -$140K – 397
2019
Q2 		$140K Sell
549
-309
-36% -$63.9K 0.02% 155
2019
Q1 		$153K Buy
858
+505
+143% +$81.1K 0.03% 146
2018
Q4 		$47K Buy
+353
New +$45.8K 0.01% 247

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State Street
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Geode Capital Management
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Franklin Resources
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Invesco
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Northern Trust
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Dimensional Fund Advisors
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return