JWCA
ERIE icon

J.W. Coons Advisors’s Erie Indemnity ERIE Stock Holding History

J.W. Coons 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
2024
Q1 		– Sell
-900
Closed -$301K – 244
2023
Q4 		$301K Hold
900
– – 0.08% 190
2023
Q3 		$264K Buy
+900
New +$233K 0.08% 196
2023
Q2 		– Sell
-885
Closed -$205K – 234
2023
Q1 		$205K Buy
+885
New +$212K 0.06% 233
2021
Q4 		– Sell
-1,455
Closed -$261K – 261
2021
Q3 		$261K Sell
1,455
-1,175
-45% -$213K 0.09% 196
2021
Q2 		$510K Buy
2,630
+260
+11% +$53.6K 0.18% 138
2021
Q1 		$523K Buy
+2,370
New +$575K 0.19% 135

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

J.W. Coons Advisors's ERIE Position: Q1 2024 in Review

J.W. Coons Advisors sold out of Erie Indemnity (ERIE) in Q1 2024, closing a stake of 900 shares — an estimated $301K sold.

J.W. Coons Advisors first reported a position in ERIE in Q1 2021 and held it in 6 quarters. The position peaked at $523K in Q1 2021. 317 funds tracked by Wall St. Rank hold ERIE as of Q1 2024.

  • J.W. Coons Advisors reported no remaining Erie Indemnity position as of Q1 2024 after selling out during the quarter.
  • J.W. Coons Advisors sold 900 Erie Indemnity shares in Q1 2024, an estimated $301K.
  • J.W. Coons Advisors first reported a position in Erie Indemnity in Q1 2021 and held it in 6 quarters.
  • J.W. Coons Advisors's Erie Indemnity position peaked at $523K in Q1 2021.
  • 317 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2024.

Based on J.W. Coons Advisors's 13F filing for Q1 2024, filed 8 May 2024.