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Hoover Financial Advisors’s Erie Indemnity ERIE Stock Holding History

Hoover Financial Advisors’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
-7
Closed -$1K – 657
2021
Q1 		$1K Buy
+7
New +$1.7K ﹤0.01% 558

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BlackRock
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Franklin Resources
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hoover Financial Advisors's ERIE Position: Q2 2021 in Review

Hoover Financial Advisors sold out of Erie Indemnity (ERIE) in Q2 2021, closing a stake of 7 shares — an estimated $1K sold.

Hoover Financial Advisors first reported a position in ERIE in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 215 funds tracked by Wall St. Rank hold ERIE as of Q2 2021.

  • Hoover Financial Advisors reported no remaining Erie Indemnity position as of Q2 2021 after selling out during the quarter.
  • Hoover Financial Advisors sold 7 Erie Indemnity shares in Q2 2021, an estimated $1K.
  • Hoover Financial Advisors first reported a position in Erie Indemnity in Q1 2021 and held it in 1 quarter.
  • Hoover Financial Advisors's Erie Indemnity position peaked at $1K in Q1 2021.
  • 215 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.