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Hershey Financial Advisers’s Erie Indemnity ERIE Stock Holding History

Hershey Financial Advisers’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
Q2 		$57.6K Buy
+159
New +$60.4K 0.05% 66

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hershey Financial Advisers's ERIE Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in Erie Indemnity (ERIE) in Q2 2024: 159 shares worth $57.6K. The stake represents 0.05% of the portfolio and ranks #66 among its holdings.

310 funds tracked by Wall St. Rank hold ERIE as of Q2 2024.

  • Hershey Financial Advisers held 159 shares of Erie Indemnity worth $57.6K as of Q2 2024.
  • Erie Indemnity was a new Hershey Financial Advisers position in Q2 2024.
  • Erie Indemnity made up 0.05% of Hershey Financial Advisers's portfolio in Q2 2024, its #66 holding.
  • 310 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.