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Hunter Associates Investment Management’s Erie Indemnity ERIE Stock Holding History

Hunter Associates Investment 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
2022
Q2 		– Sell
-1,600
Closed -$282K – 228
2022
Q1 		$282K Hold
1,600
– – 0.09% 116
2021
Q4 		$308K Hold
1,600
– – 0.09% 114
2021
Q3 		$285K Hold
1,600
– – 0.09% 115
2021
Q2 		$309K Sell
1,600
-2,650
-62% -$547K 0.1% 104
2021
Q1 		$939K Sell
4,250
-250
-6% -$60.7K 0.22% 83
2020
Q4 		$1.1M Sell
4,500
-100
-2% -$23.3K 0.27% 73
2020
Q3 		$967K Hold
4,600
– – 0.27% 75
2020
Q2 		$883K Sell
4,600
-1,000
-18% -$176K 0.26% 78
2020
Q1 		$830K Sell
5,600
-100
-2% -$16.1K 0.32% 70
2019
Q4 		$946K Buy
+5,700
New +$1.01M 0.29% 69

Other funds holding ERIE

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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

Hunter Associates Investment Management's ERIE Position: Q2 2022 in Review

Hunter Associates Investment Management sold out of Erie Indemnity (ERIE) in Q2 2022, closing a stake of 1,600 shares — an estimated $282K sold.

Hunter Associates Investment Management first reported a position in ERIE in Q4 2019 and held it in 10 quarters. The position peaked at $1.1M in Q4 2020. 238 funds tracked by Wall St. Rank hold ERIE as of Q2 2022.

  • Hunter Associates Investment Management reported no remaining Erie Indemnity position as of Q2 2022 after selling out during the quarter.
  • Hunter Associates Investment Management sold 1,600 Erie Indemnity shares in Q2 2022, an estimated $282K.
  • Hunter Associates Investment Management first reported a position in Erie Indemnity in Q4 2019 and held it in 10 quarters.
  • Hunter Associates Investment Management's Erie Indemnity position peaked at $1.1M in Q4 2020.
  • 238 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2022.

Based on Hunter Associates Investment Management's 13F filing for Q2 2022, filed 10 Aug 2022.