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International Assets Investment Management’s Erie Indemnity ERIE Stock Holding History

International Assets 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
2024
Q4 		– Sell
-308,237
Closed -$571 – 1121
2024
Q3 		$571 Buy
+308,237
New +$140M ﹤0.01% 1307

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

International Assets Investment Management's ERIE Position: Q4 2024 in Review

International Assets Investment Management sold out of Erie Indemnity (ERIE) in Q4 2024, closing a stake of 308,237 shares — an estimated $571 sold.

International Assets Investment Management first reported a position in ERIE in Q3 2024 and held it in 1 quarter. The position peaked at $571 in Q3 2024. 398 funds tracked by Wall St. Rank hold ERIE as of Q4 2024.

  • International Assets Investment Management reported no remaining Erie Indemnity position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 308,237 Erie Indemnity shares in Q4 2024, an estimated $571.
  • International Assets Investment Management first reported a position in Erie Indemnity in Q3 2024 and held it in 1 quarter.
  • International Assets Investment Management's Erie Indemnity position peaked at $571 in Q3 2024.
  • 398 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.