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Heritage Financial Services’s Erie Indemnity ERIE Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-6
Closed -$1K – 190
2022
Q2 		$1K Buy
+6
New +$1.04K ﹤0.01% 444

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APG Asset Management
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Heritage Financial Services's ERIE Position: Q3 2022 in Review

Heritage Financial Services sold out of Erie Indemnity (ERIE) in Q3 2022, closing a stake of 6 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in ERIE in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 248 funds tracked by Wall St. Rank hold ERIE as of Q3 2022.

  • Heritage Financial Services reported no remaining Erie Indemnity position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 6 Erie Indemnity shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in Erie Indemnity in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Erie Indemnity position peaked at $1K in Q2 2022.
  • 248 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.