Integrated Capital Management (Pennsylvania)’s Erie Indemnity ERIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-488
Closed -$204K 73
2025
Q1
$204K Buy
488
+2
+0.4% +$816 0.16% 55
2024
Q4
$200K Buy
486
+1
+0.2% +$448 0.16% 55
2024
Q3
$262K Buy
+485
New +$221K 0.2% 37

Other funds holding ERIE

Integrated Capital Management (Pennsylvania)'s ERIE Position: Q2 2025 in Review

Integrated Capital Management (Pennsylvania) sold out of Erie Indemnity (ERIE) in Q2 2025, closing a stake of 488 shares — an estimated $204K sold.

Integrated Capital Management (Pennsylvania) first reported a position in ERIE in Q3 2024 and held it in 3 quarters. The position peaked at $262K in Q3 2024. 411 funds tracked by Wall St. Rank hold ERIE as of Q2 2025.

  • Integrated Capital Management (Pennsylvania) reported no remaining Erie Indemnity position as of Q2 2025 after selling out during the quarter.
  • Integrated Capital Management (Pennsylvania) sold 488 Erie Indemnity shares in Q2 2025, an estimated $204K.
  • Integrated Capital Management (Pennsylvania) first reported a position in Erie Indemnity in Q3 2024 and held it in 3 quarters.
  • Integrated Capital Management (Pennsylvania)'s Erie Indemnity position peaked at $262K in Q3 2024.
  • 411 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2025.

Based on Integrated Capital Management (Pennsylvania)'s 13F filing for Q2 2025, filed 25 Jul 2025.