Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
IRF
IBM Retirement Fund’s
Erie Indemnity
ERIE
Stock Holding History
IBM Retirement Fund’s Portfolio
ERIE Stock Details
ERIE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q1
–
Sell
-940
Closed
-$231K
–
778
2020
Q4
$231K
Buy
+940
New
+$219K
0.02%
710
2017
Q1
–
Sell
-2,178
Closed
-$245K
–
473
2016
Q4
$245K
Sell
2,178
-149
-6%
-$15.8K
0.01%
838
2016
Q3
$238K
Sell
2,327
-135
-5%
-$13.4K
0.01%
901
2016
Q2
$245K
Sell
2,462
-317
-11%
-$30.2K
0.01%
916
2016
Q1
$258K
Sell
2,779
-2,830
-50%
-$266K
0.01%
887
2015
Q4
$536K
Buy
+5,609
New
+$509K
0.01%
970
2015
Q3
–
Sell
-5,635
Closed
-$462K
–
954
2015
Q2
$462K
Sell
5,635
-259
-4%
-$21.4K
0.01%
990
2015
Q1
$514K
Sell
5,894
-31
-0.5%
-$2.75K
0.01%
953
2014
Q4
$538K
Buy
5,925
+568
+11%
+$48.4K
0.01%
943
2014
Q3
$406K
Sell
5,357
-690
-11%
-$52K
0.01%
979
2014
Q2
$458K
Sell
6,047
-253
-4%
-$18.7K
0.01%
987
2014
Q1
$444K
Sell
6,300
-3,674
-37%
-$258K
0.01%
970
2013
Q4
$729K
Sell
9,974
-364
-4%
-$26K
0.01%
955
2013
Q3
$749K
Sell
10,338
-1,168
-10%
-$90.1K
0.01%
952
2013
Q2
$917K
Buy
+11,506
New
+$895K
0.01%
933
Other funds holding ERIE
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
APG Asset Management
Amsterdam, Netherlands
$31.6B AUM
19.33%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close